XWM
Xcel Wealth Management’s Five Below FIVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,565
| Closed | -$250K | – | 101 |
|
|
2020
Q1 | $250K | Sell |
3,565
-3,150
| -47% | -$221K | 0.23% | 70 |
|
|
2019
Q4 | $858K | Hold |
6,715
| – | – | 0.71% | 37 |
|
|
2019
Q3 | $846K | Hold |
6,715
| – | – | 0.78% | 38 |
|
|
2019
Q2 | $805K | Sell |
6,715
-800
| -11% | -$95.9K | 0.79% | 37 |
|
|
2019
Q1 | $933K | Buy |
+7,515
| New | +$933K | 0.96% | 32 |
|