XWM
Xcel Wealth Management’s Cheniere Energy LNG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Hold |
1,800
| – | – | 0.12% | 97 |
|
|
2025
Q1 | $417K | Buy |
1,800
+75
| +4% | +$17.4K | 0.13% | 101 |
|
|
2024
Q4 | $371K | Buy |
1,725
+25
| +1% | +$5.37K | 0.1% | 100 |
|
|
2024
Q3 | $306K | Hold |
1,700
| – | – | 0.09% | 107 |
|
|
2024
Q2 | $297K | Sell |
1,700
-112
| -6% | -$19.6K | 0.09% | 103 |
|
|
2024
Q1 | $292K | Sell |
1,812
-149
| -8% | -$24K | 0.09% | 101 |
|
|
2023
Q4 | $335K | Buy |
1,961
+65
| +3% | +$11.1K | 0.12% | 91 |
|
|
2023
Q3 | $315K | Buy |
+1,896
| New | +$315K | 0.12% | 90 |
|