IFP Advisors’s XWELL XWEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4673 |
|
|
2021
Q2 | – | Sell |
-300
| Closed | -$11K | – | 4470 |
|
|
2021
Q1 | $11K | Sell |
300
-200
| -40% | -$7.33K | ﹤0.01% | 2103 |
|
|
2020
Q4 | $12K | Buy |
+500
| New | +$12K | ﹤0.01% | 2008 |
|
|
2020
Q3 | – | Sell |
-67
| Closed | -$6K | – | 3987 |
|
|
2020
Q2 | $6K | Buy |
+67
| New | +$6K | ﹤0.01% | 2021 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 3467 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 3850 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 3983 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 4041 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 3820 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 4075 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 4185 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 4196 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 4110 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 4225 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 3495 |
|