XWM
Xcel Wealth Management’s Bank of America Series L BAC.PRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.34M | Buy |
5,225
+3,077
| +143% | +$3.73M | 1.8% | 14 |
|
|
2025
Q1 | $2.65M | Buy |
2,148
+11
| +0.5% | +$13.6K | 0.83% | 30 |
|
|
2024
Q4 | $2.61M | Sell |
2,137
-1
| -0% | -$1.22K | 0.72% | 34 |
|
|
2024
Q3 | $2.72M | Buy |
2,138
+6
| +0.3% | +$7.64K | 0.8% | 33 |
|
|
2024
Q2 | $2.55M | Buy |
2,132
+496
| +30% | +$593K | 0.8% | 33 |
|
|
2024
Q1 | $1.95M | Buy |
1,636
+1,026
| +168% | +$1.22M | 0.61% | 40 |
|
|
2023
Q4 | $735K | Buy |
610
+70
| +13% | +$84.4K | 0.26% | 65 |
|
|
2023
Q3 | $601K | Buy |
540
+107
| +25% | +$119K | 0.24% | 68 |
|
|
2023
Q2 | $507K | Hold |
433
| – | – | 0.16% | 88 |
|
|
2023
Q1 | $506K | Hold |
433
| – | – | 0.18% | 84 |
|
|
2022
Q4 | $502K | Hold |
433
| – | – | 0.2% | 80 |
|
|
2022
Q3 | $508K | Hold |
433
| – | – | 0.19% | 80 |
|
|
2022
Q2 | $522K | Hold |
433
| – | – | 0.19% | 73 |
|
|
2022
Q1 | $568K | Hold |
433
| – | – | 0.16% | 88 |
|
|
2021
Q4 | $626K | Buy |
+433
| New | +$626K | 0.16% | 90 |
|
|
2020
Q4 | – | Sell |
-433
| Closed | -$644K | – | 119 |
|
|
2020
Q3 | $644K | Hold |
433
| – | – | 0.33% | 65 |
|
|
2020
Q2 | $581K | Hold |
433
| – | – | 0.36% | 56 |
|
|
2020
Q1 | $548K | Buy |
433
+100
| +30% | +$127K | 0.49% | 44 |
|
|
2019
Q4 | $482K | Hold |
333
| – | – | 0.4% | 48 |
|
|
2019
Q3 | $499K | Hold |
333
| – | – | 0.46% | 46 |
|
|
2019
Q2 | $456K | Hold |
333
| – | – | 0.45% | 47 |
|
|
2019
Q1 | $433K | Hold |
333
| – | – | 0.45% | 48 |
|
|
2018
Q4 | $417K | Buy |
+333
| New | +$417K | 0.51% | 43 |
|