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Tower View Wealth Management’s XWELL XWEL Stock Holding History

Tower View Wealth Management’s Portfolio XWEL Stock Details XWEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-50
Closed – – 193
2023
Q1 		$0 Hold
50
– – ﹤0.01% 167
2022
Q4 		$0 Hold
50
– – ﹤0.01% 172
2022
Q3 		$1K Hold
50
– – ﹤0.01% 162
2022
Q2 		$1K Hold
50
– – ﹤0.01% 156
2022
Q1 		$1K Hold
50
– – ﹤0.01% 181
2021
Q4 		$2K Hold
50
– – ﹤0.01% 181
2021
Q3 		$1K Hold
50
– – ﹤0.01% 219
2021
Q2 		$2K Hold
50
– – ﹤0.01% 164
2021
Q1 		$2K Buy
+50
New +$1.91K ﹤0.01% 178

Other funds holding XWEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tower View Wealth Management's XWEL Position: Q2 2023 in Review

Tower View Wealth Management sold out of XWELL (XWEL) in Q2 2023, closing a stake of 50 shares.

Tower View Wealth Management first reported a position in XWEL in Q1 2021 and held it in 9 quarters. The position peaked at $2K in Q4 2021. 26 funds tracked by Wall St. Rank hold XWEL as of Q2 2023.

  • Tower View Wealth Management reported no remaining XWELL position as of Q2 2023 after selling out during the quarter.
  • Tower View Wealth Management sold 50 XWELL shares in Q2 2023.
  • Tower View Wealth Management first reported a position in XWELL in Q1 2021 and held it in 9 quarters.
  • Tower View Wealth Management's XWELL position peaked at $2K in Q4 2021.
  • 26 funds tracked by Wall St. Rank held XWELL as of Q2 2023.

Based on Tower View Wealth Management's 13F filing for Q2 2023, filed 31 Jul 2023.