XWM
Xcel Wealth Management’s Affirm AFRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-11,354
| Closed | -$205K | – | 121 |
|
|
2022
Q2 | $205K | Sell |
11,354
-26,305
| -70% | -$475K | 0.07% | 117 |
|
|
2022
Q1 | $1.74M | Sell |
37,659
-16,631
| -31% | -$770K | 0.48% | 57 |
|
|
2021
Q4 | $5.46M | Buy |
+54,290
| New | +$5.46M | 1.4% | 24 |
|