Allworth Financial’s XWELL XWEL Stock Holding History

Allworth Financial’s Portfolio XWEL Stock Details XWEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$12	Buy
2022 Q1	–	Sell
2021 Q4	$4K	Sell
2021 Q3	$4K	Hold
2021 Q2	$5K	Hold
2021 Q1	$6K	Hold
2020 Q4	$4K	Buy