Envestnet Asset Management’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 |
-918
| Closed | -$14K | – | 4087 |
|
|
2022
Q3 | $14K | Buy |
918
+325
| +55% | +$4.96K | ﹤0.01% | 3879 |
|
|
2022
Q2 | $8K | Hold |
593
| – | – | ﹤0.01% | 3902 |
|
|
2022
Q1 | $13K | Buy |
+593
| New | +$13K | ﹤0.01% | 3915 |
|
|
2021
Q4 | – | Sell |
-763
| Closed | -$22K | – | 3957 |
|
|
2021
Q3 | $22K | Hold |
763
| – | – | ﹤0.01% | 3658 |
|
|
2021
Q2 | $24K | Sell |
763
-3,895
| -84% | -$123K | ﹤0.01% | 3622 |
|
|
2021
Q1 | $171K | Buy |
4,658
+674
| +17% | +$24.7K | ﹤0.01% | 3374 |
|
|
2020
Q4 | $95K | Buy |
+3,984
| New | +$95K | ﹤0.01% | 3201 |
|