XWM
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Xcel Wealth Management’s Gen Digital GEN Stock Holding History

Xcel Wealth Management’s Portfolio GEN Stock Details GEN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-21,700
Closed -$461K – 143
2021
Q1 		$461K Buy
21,700
+1,500
+7% +$31.9K 0.16% 90
2020
Q4 		$419K Buy
20,200
+3,000
+17% +$62.2K 0.18% 86
2020
Q3 		$358K Buy
+17,200
New +$358K 0.18% 84