Allworth Financial’s XWELL XWEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-15
| Closed | -$12 | – | 4676 |
|
|
2025
Q1 | $12 | Buy |
+15
| New | +$12 | ﹤0.01% | 4014 |
|
|
2022
Q1 | – | Sell |
-100
| Closed | -$4K | – | 2422 |
|
|
2021
Q4 | $4K | Sell |
100
-50
| -33% | -$2K | ﹤0.01% | 1619 |
|
|
2021
Q3 | $4K | Hold |
150
| – | – | ﹤0.01% | 1584 |
|
|
2021
Q2 | $5K | Hold |
150
| – | – | ﹤0.01% | 1231 |
|
|
2021
Q1 | $6K | Hold |
150
| – | – | ﹤0.01% | 1114 |
|
|
2020
Q4 | $4K | Buy |
+150
| New | +$4K | ﹤0.01% | 1049 |
|