Charles Schwab’s XWELL XWEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,814
| Closed | -$28K | – | 3569 |
|
|
2022
Q3 | $28K | Hold |
1,814
| – | – | ﹤0.01% | 3449 |
|
|
2022
Q2 | $26K | Hold |
1,814
| – | – | ﹤0.01% | 3501 |
|
|
2022
Q1 | $42K | Hold |
1,814
| – | – | ﹤0.01% | 3548 |
|
|
2021
Q4 | $74K | Hold |
1,814
| – | – | ﹤0.01% | 3474 |
|
|
2021
Q3 | $54K | Hold |
1,814
| – | – | ﹤0.01% | 3442 |
|
|
2021
Q2 | $56K | Hold |
1,814
| – | – | ﹤0.01% | 3353 |
|
|
2021
Q1 | $67K | Buy |
1,814
+1,303
| +255% | +$48.1K | ﹤0.01% | 3413 |
|
|
2020
Q4 | $13K | Hold |
511
| – | – | ﹤0.01% | 3388 |
|
|
2020
Q3 | $21K | Hold |
511
| – | – | ﹤0.01% | 3309 |
|
|
2020
Q2 | $43K | Buy |
+511
| New | +$43K | ﹤0.01% | 3265 |
|