XWM
Xcel Wealth Management’s CarMax KMX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-20,520
| Closed | -$2.67M | – | 140 |
|
|
2021
Q4 | $2.67M | Sell |
20,520
-3,990
| -16% | -$520K | 0.69% | 44 |
|
|
2021
Q3 | $3.14M | Sell |
24,510
-1,700
| -6% | -$218K | 0.91% | 35 |
|
|
2021
Q2 | $3.39M | Sell |
26,210
-4,778
| -15% | -$617K | 1.02% | 28 |
|
|
2021
Q1 | $4.11M | Sell |
30,988
-400
| -1% | -$53.1K | 1.47% | 23 |
|
|
2020
Q4 | $2.96M | Buy |
31,388
+7,495
| +31% | +$708K | 1.28% | 25 |
|
|
2020
Q3 | $2.2M | Buy |
23,893
+5,400
| +29% | +$496K | 1.13% | 30 |
|
|
2020
Q2 | $1.66M | Buy |
+18,493
| New | +$1.66M | 1.03% | 31 |
|