Creative Planning’s XWELL XWEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-818
| Closed | -$24K | – | 2175 |
|
|
2021
Q3 | $24K | Sell |
818
-14
| -2% | -$411 | ﹤0.01% | 2020 |
|
|
2021
Q2 | $26K | Buy |
832
+8
| +1% | +$250 | ﹤0.01% | 1947 |
|
|
2021
Q1 | $30K | Sell |
824
-32
| -4% | -$1.17K | ﹤0.01% | 2294 |
|
|
2020
Q4 | $20K | Buy |
856
+280
| +49% | +$6.54K | ﹤0.01% | 2082 |
|
|
2020
Q3 | $23K | Buy |
+576
| New | +$23K | ﹤0.01% | 1908 |
|
|
2017
Q3 | – | Sell |
-1
| Closed | -$1K | – | 3647 |
|
|
2017
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 4399 |
|
|
2017
Q1 | $2K | Hold |
1
| – | – | ﹤0.01% | 4236 |
|
|
2016
Q4 | $2K | Hold |
1
| – | – | ﹤0.01% | 4193 |
|
|
2016
Q3 | $2K | Hold |
1
| – | – | ﹤0.01% | 4131 |
|
|
2016
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 4089 |
|