Integrated Wealth Concepts’s XWELL XWEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.55K | Hold |
|
|||||
|
2025
Q1 | $10.6K | Hold |
|
|||||
|
2024
Q4 | $15.6K | Hold |
|
|||||
|
2024
Q3 | $17.9K | Hold |
|
|||||
|
2024
Q2 | $18.6K | Hold |
|
|||||
|
2024
Q1 | $17.5K | Hold |
|
|||||
|
2023
Q4 | $18K | Hold |
|
|||||
|
2023
Q3 | $23.3K | Hold |
|
|||||
|
2023
Q2 | $41.5K | Hold |
|
|||||
|
2023
Q1 | $75K | Hold |
|
|||||
|
2022
Q4 | $75K | Hold |
|
|||||
|
2022
Q3 | $158K | Hold |
|
|||||
|
2022
Q2 | $143K | Hold |
|
|||||
|
2022
Q1 | $234K | Hold |
|
|||||
|
2021
Q4 | $418K | Hold |
|
|||||
|
2021
Q3 | $304K | Hold |
|
|||||
|
2021
Q2 | $319K | Sell |
|
|||||
|
2021
Q1 | $410K | Buy |
|