XWM
B
Xcel Wealth Management’s Barrick Mining Corporation B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $688K | Hold |
33,050
| – | – | 0.2% | 79 |
|
|
2025
Q1 | $642K | Sell |
33,050
-10,150
| -23% | -$197K | 0.2% | 79 |
|
|
2024
Q4 | $670K | Sell |
43,200
-14,750
| -25% | -$229K | 0.19% | 75 |
|
|
2024
Q3 | $1.15M | Sell |
57,950
-7,700
| -12% | -$153K | 0.34% | 59 |
|
|
2024
Q2 | $1.1M | Sell |
65,650
-8,300
| -11% | -$138K | 0.34% | 55 |
|
|
2024
Q1 | $1.23M | Sell |
73,950
-32,000
| -30% | -$532K | 0.38% | 51 |
|
|
2023
Q4 | $1.92M | Sell |
105,950
-25,515
| -19% | -$462K | 0.67% | 40 |
|
|
2023
Q3 | $1.91M | Sell |
131,465
-64,821
| -33% | -$943K | 0.75% | 35 |
|
|
2023
Q2 | $3.32M | Sell |
196,286
-3,555
| -2% | -$60.2K | 1.05% | 26 |
|
|
2023
Q1 | $3.71M | Buy |
199,841
+62,780
| +46% | +$1.17M | 1.31% | 22 |
|
|
2022
Q4 | $2.35M | Sell |
137,061
-8,493
| -6% | -$146K | 0.93% | 30 |
|
|
2022
Q3 | $2.26M | Buy |
145,554
+32,903
| +29% | +$510K | 0.84% | 39 |
|
|
2022
Q2 | $1.99M | Buy |
112,651
+35,400
| +46% | +$626K | 0.73% | 40 |
|
|
2022
Q1 | $1.9M | Sell |
77,251
-27,709
| -26% | -$680K | 0.52% | 55 |
|
|
2021
Q4 | $1.99M | Sell |
104,960
-71,291
| -40% | -$1.35M | 0.51% | 55 |
|
|
2021
Q3 | $3.18M | Buy |
176,251
+40,915
| +30% | +$738K | 0.92% | 34 |
|
|
2021
Q2 | $2.8M | Buy |
+135,336
| New | +$2.8M | 0.84% | 35 |
|