XWM
Xcel Wealth Management’s Box BOX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-10,420
| Closed | -$172K | – | 73 |
|
|
2019
Q3 | $172K | Sell |
10,420
-1,700
| -14% | -$28.1K | 0.16% | 71 |
|
|
2019
Q2 | $213K | Sell |
12,120
-14,760
| -55% | -$259K | 0.21% | 72 |
|
|
2019
Q1 | $519K | Sell |
26,880
-10,500
| -28% | -$203K | 0.54% | 44 |
|
|
2018
Q4 | $630K | Buy |
+37,380
| New | +$630K | 0.77% | 34 |
|