Veritable’s Xcel Brands XELB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-14,068
| Closed | -$166K | – | 907 |
|
|
2022
Q2 | $166K | Buy |
14,068
+8,534
| +154% | +$101K | ﹤0.01% | 841 |
|
|
2022
Q1 | $82K | Hold |
5,534
| – | – | ﹤0.01% | 888 |
|
|
2021
Q4 | $60K | Buy |
5,534
+1,690
| +44% | +$18.3K | ﹤0.01% | 892 |
|
|
2021
Q3 | $57K | Buy |
3,844
+2,344
| +156% | +$34.8K | ﹤0.01% | 865 |
|
|
2021
Q2 | $45K | Buy |
+1,500
| New | +$45K | ﹤0.01% | 859 |
|