Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-4,120
Closed -$2K 1935
2022
Q3
$2K Sell
4,120
-320
-7% -$5.66K ﹤0.01% 1609
2022
Q2
$2K Buy
4,440
+310
+8% +$5.45K ﹤0.01% 1792
2022
Q1
$9K Sell
4,130
-225
-5% -$6.02K ﹤0.01% 1818
2021
Q4
$24K Sell
4,355
-3,010
-41% -$95.4K ﹤0.01% 1740
2021
Q3
$23K Buy
7,365
+4,520
+159% +$145K ﹤0.01% 1766
2021
Q2
$14K Buy
+2,845
New +$81.1K ﹤0.01% 1918
2021
Q1
Sell
-5,140
Closed -$6K 2629
2020
Q4
$6K Buy
+5,140
New +$181K ﹤0.01% 2014

Other funds holding XWEL