XWM
DEA
Xcel Wealth Management’s Easterly Government Properties DEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.99M | Sell |
134,475
-264,092
| -66% | -$5.86M | 0.85% | 33 |
|
|
2025
Q1 | $4.22M | Sell |
398,567
-14,785
| -4% | -$157K | 1.32% | 20 |
|
|
2024
Q4 | $4.7M | Buy |
413,352
+20,129
| +5% | +$229K | 1.3% | 20 |
|
|
2024
Q3 | $5.34M | Buy |
393,223
+1,091
| +0.3% | +$14.8K | 1.56% | 16 |
|
|
2024
Q2 | $4.85M | Buy |
392,132
+40,782
| +12% | +$504K | 1.52% | 18 |
|
|
2024
Q1 | $4.04M | Buy |
351,350
+170,650
| +94% | +$1.96M | 1.26% | 22 |
|
|
2023
Q4 | $2.43M | Buy |
180,700
+28,250
| +19% | +$380K | 0.85% | 30 |
|
|
2023
Q3 | $1.74M | Buy |
152,450
+43,050
| +39% | +$492K | 0.69% | 40 |
|
|
2023
Q2 | $1.59M | Buy |
+109,400
| New | +$1.59M | 0.5% | 51 |
|