XWM

Xcel Wealth Management’s Cleveland-Cliffs CLF Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-25,700	Closed	-$559K	–	139
2021 Q4	$559K	Buy	25,700 +4,099	+19%	+$89.2K	0.14%	97
2021 Q3	$428K	Buy	21,601 +8,400	+64%	+$166K	0.12%	105
2021 Q2	$285K	Buy	+13,201	New	+$285K	0.09%	125