CAPTRUST Financial Advisors’s XWELL XWEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-100
| Closed | -$1K | – | 4119 |
|
|
2022
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 4771 |
|
|
2022
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 4559 |
|
|
2021
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 4202 |
|
|
2021
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 4162 |
|
|
2021
Q2 | $3K | Sell |
100
-100
| -50% | -$3K | ﹤0.01% | 4068 |
|
|
2021
Q1 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 3612 |
|