Integrated Wealth Concepts’s XWELL XWEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.55K | Hold |
10,350
| – | – | ﹤0.01% | 1897 |
|
|
2025
Q1 | $10.6K | Hold |
10,350
| – | – | ﹤0.01% | 1729 |
|
|
2024
Q4 | $15.6K | Hold |
10,350
| – | – | ﹤0.01% | 1708 |
|
|
2024
Q3 | $17.9K | Hold |
10,350
| – | – | ﹤0.01% | 1662 |
|
|
2024
Q2 | $18.6K | Hold |
10,350
| – | – | ﹤0.01% | 1632 |
|
|
2024
Q1 | $17.5K | Hold |
10,350
| – | – | ﹤0.01% | 1638 |
|
|
2023
Q4 | $18K | Hold |
10,350
| – | – | ﹤0.01% | 1582 |
|
|
2023
Q3 | $23.3K | Hold |
10,350
| – | – | ﹤0.01% | 1536 |
|
|
2023
Q2 | $41.5K | Hold |
10,350
| – | – | ﹤0.01% | 1523 |
|
|
2023
Q1 | $75K | Hold |
10,350
| – | – | ﹤0.01% | 1292 |
|
|
2022
Q4 | $75K | Hold |
10,350
| – | – | ﹤0.01% | 1002 |
|
|
2022
Q3 | $158K | Hold |
10,350
| – | – | 0.01% | 889 |
|
|
2022
Q2 | $143K | Hold |
10,350
| – | – | ﹤0.01% | 919 |
|
|
2022
Q1 | $234K | Hold |
10,350
| – | – | 0.01% | 825 |
|
|
2021
Q4 | $418K | Hold |
10,350
| – | – | 0.01% | 652 |
|
|
2021
Q3 | $304K | Hold |
10,350
| – | – | 0.01% | 738 |
|
|
2021
Q2 | $319K | Sell |
10,350
-790
| -7% | -$24.3K | 0.01% | 639 |
|
|
2021
Q1 | $410K | Buy |
+11,140
| New | +$410K | 0.02% | 522 |
|