CA
Clearstead Advisors’s XWELL XWEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-502,860
| Closed | -$98K | – | 844 |
|
|
2020
Q1 | $98K | Buy |
+502,860
| New | +$98K | 0.01% | 328 |
|
|
2019
Q4 | – | Sell |
-57,138
| Closed | -$82K | – | 289 |
|
|
2019
Q3 | $82K | Buy |
57,138
+9,223
| +19% | +$13.2K | 0.01% | 264 |
|
|
2019
Q2 | $93K | Hold |
47,915
| – | – | 0.01% | 271 |
|
|
2019
Q1 | $115K | Buy |
+47,915
| New | +$115K | 0.02% | 255 |
|
|
2018
Q4 | – | Sell |
-652,430
| Closed | -$97K | – | 263 |
|
|
2018
Q3 | $97K | Buy |
+652,430
| New | +$97K | 0.01% | 227 |
|