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| Name: |
Accurate Wealth Management LLC |
| City: |
WESLEY CHAPEL |
| State: |
FL |
| Zip: |
33544 |
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data |
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| Holdings
Found :
24 |
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Closed Positions |
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Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
XOVR |
Spdr Bofa Merrill Lynch Cro... |
288 |
Closed |
$23.17 |
$0 |
0 |
0% |
-234,000 |
-10,004 |
0 |
N/A |
|
|
MNST |
Monster Beverage Corporation |
307 |
Closed |
$55.46 |
$0 |
0 |
0% |
-206,000 |
-3,519 |
0 |
Beverage Soft Drinks... |
|
|
LUMN |
Lumen Technologies, Inc |
294 |
Closed |
$1.31 |
$0 |
0 |
0% |
-53,000 |
-33,534 |
0 |
Telecom Services - Do... |
|
|
EVRG |
Energy Inc |
300 |
Closed |
$55.42 |
$0 |
0 |
0% |
-210,000 |
-3,942 |
0 |
Multi Utilities |
|
|
ROK |
Rockwell Automation Inc |
306 |
Closed |
$273.59 |
$0 |
0 |
0% |
-267,000 |
-876 |
0 |
Conglomerates |
|
|
WFTBF |
West Fraser Timber Co., Ltd... |
293 |
Closed |
$78.23 |
$0 |
0 |
0% |
-583,000 |
-6,762 |
0 |
N/A |
|
|
YUM |
YUM! Brands Inc |
299 |
Closed |
$134.34 |
$0 |
0 |
0% |
-2,800,000 |
-21,707 |
0 |
Restaurants |
|
|
NYCB |
New York Community Bancorp Inc |
305 |
Closed |
$3.45 |
$0 |
0 |
0% |
-361,000 |
-35,611 |
0 |
Savings & Loans |
|
|
MDB |
Mongodb Inc |
292 |
Closed |
$353.47 |
$0 |
0 |
0% |
-285,000 |
-727 |
0 |
N/A |
|
|
VRTX |
Vertex Pharmaceuticals Inc |
311 |
Closed |
$422.78 |
$0 |
0 |
0% |
-239,000 |
-555 |
0 |
Drug Manufacturers - ... |
|
|
SCHA |
Schwab Strategic Trust |
298 |
Closed |
$48.03 |
$0 |
0 |
0% |
-203,000 |
-4,436 |
0 |
Closed - End Fund - Debt |
|
|
DRI |
Darden Restaurants Inc |
304 |
Closed |
$148.25 |
$0 |
0 |
0% |
-2,335,000 |
-14,597 |
0 |
Restaurants |
|
|
MVIS |
Microvision Inc |
291 |
Closed |
$1.22 |
$0 |
0 |
0% |
-39,000 |
-16,000 |
0 |
Diversified Electronics |
|
|
XLC |
Communication Services Sele... |
310 |
Closed |
$81.79 |
$0 |
0 |
0% |
-325,000 |
-4,427 |
0 |
N/A |
|
|
OSG |
Overseas Shipholding Group Inc |
297 |
Closed |
$6.72 |
$0 |
0 |
0% |
-988,000 |
-192,185 |
0 |
N/A |
|
|
DECW |
Allianzim Us Large Cap Buff... |
303 |
Closed |
$0.00 |
$0 |
0 |
0% |
-224,000 |
-7,859 |
0 |
N/A |
|
|
FHN |
First Horizon National Corp... |
290 |
Closed |
$15.79 |
$0 |
0 |
0% |
-141,000 |
-10,167 |
0 |
Domestic Regional Banks |
|
|
INTC |
Intel Corp |
309 |
Closed |
$29.85 |
$0 |
0 |
0% |
-400,000 |
-8,404 |
0 |
Semiconductor- Broad... |
|
|
CI |
Cigna Corporation |
296 |
Closed |
$348.39 |
$0 |
0 |
0% |
-2,244,000 |
-7,299 |
0 |
Health Care Plans |
|
|
HWM |
Howmet Aerospace Inc |
302 |
Closed |
$80.87 |
$0 |
0 |
0% |
-2,825,000 |
-50,896 |
0 |
Aluminum |
|
|
PAYX |
Paychex Inc |
289 |
Closed |
$122.55 |
$0 |
0 |
0% |
-2,332,000 |
-19,570 |
0 |
Staffing & Outsourcin... |
|
|
MSI |
Motorola Inc |
308 |
Closed |
$362.85 |
$0 |
0 |
0% |
-210,000 |
-668 |
0 |
Communication Equipment |
|
|
BA |
Boeing Co |
295 |
Closed |
$178.51 |
$0 |
0 |
0% |
-317,000 |
-1,425 |
0 |
Aerospace/Defense - M... |
|
|
ITA |
iShares Dow Jones US Aerosp... |
301 |
Closed |
$0.00 |
$0 |
0 |
0% |
-7,208,000 |
-59,336 |
0 |
Closed - End Fund - E... |
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