Commonwealth Equity Services’s XWELL XWEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,305
| Closed | -$5K | – | 3950 |
|
|
2023
Q2 | $5K | Hold |
1,305
| – | – | ﹤0.01% | 3814 |
|
|
2023
Q1 | $9 | Sell |
1,305
-200
| -13% | -$1 | ﹤0.01% | 3727 |
|
|
2022
Q4 | $10K | Sell |
1,505
-5
| -0.3% | -$33 | ﹤0.01% | 3646 |
|
|
2022
Q3 | $23K | Hold |
1,510
| – | – | ﹤0.01% | 3568 |
|
|
2022
Q2 | $20K | Buy |
1,510
+50
| +3% | +$662 | ﹤0.01% | 3569 |
|
|
2022
Q1 | $33K | Buy |
1,460
+753
| +107% | +$17K | ﹤0.01% | 3622 |
|
|
2021
Q4 | $28K | Sell |
707
-55
| -7% | -$2.18K | ﹤0.01% | 3582 |
|
|
2021
Q3 | $22K | Buy |
762
+27
| +4% | +$780 | ﹤0.01% | 3544 |
|
|
2021
Q2 | $22K | Buy |
735
+75
| +11% | +$2.25K | ﹤0.01% | 3496 |
|
|
2021
Q1 | $24K | Buy |
+660
| New | +$24K | ﹤0.01% | 3374 |
|
|
2020
Q4 | – | Sell |
-635
| Closed | -$25K | – | 3278 |
|
|
2020
Q3 | $25K | Buy |
+635
| New | +$25K | ﹤0.01% | 3000 |
|