XWM
Xcel Wealth Management’s Alico ALCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,500
| Closed | -$282K | – | 123 |
|
|
2022
Q1 | $282K | Hold |
7,500
| – | – | 0.08% | 125 |
|
|
2021
Q4 | $278K | Hold |
7,500
| – | – | 0.07% | 129 |
|
|
2021
Q3 | $257K | Buy |
7,500
+1,000
| +15% | +$34.3K | 0.07% | 127 |
|
|
2021
Q2 | $231K | Buy |
+6,500
| New | +$231K | 0.07% | 133 |
|