XWM
LVGO

Xcel Wealth Management’s Livongo Health, Inc. Common Stock LVGO Stock Holding History

Xcel Wealth Management’s Portfolio LVGO Stock Details LVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-13,814
Closed -$1.93M – 120
2020
Q3 		$1.93M Buy
13,814
+7,165
+108% +$873K 0.99% 32
2020
Q2 		$499K Buy
+6,649
New +$348K 0.31% 63

Xcel Wealth Management's LVGO Position: Q4 2020 in Review

Xcel Wealth Management sold out of Livongo Health, Inc. Common Stock (LVGO) in Q4 2020, closing a stake of 13,814 shares — an estimated $1.93M sold.

Xcel Wealth Management first reported a position in LVGO in Q2 2020 and held it in 2 quarters. The position peaked at $1.93M in Q3 2020. 0 funds tracked by Wall St. Rank hold LVGO as of Q4 2020.

  • Xcel Wealth Management reported no remaining Livongo Health, Inc. Common Stock position as of Q4 2020 after selling out during the quarter.
  • Xcel Wealth Management sold 13,814 Livongo Health, Inc. Common Stock shares in Q4 2020, an estimated $1.93M.
  • Xcel Wealth Management first reported a position in Livongo Health, Inc. Common Stock in Q2 2020 and held it in 2 quarters.
  • Xcel Wealth Management's Livongo Health, Inc. Common Stock position peaked at $1.93M in Q3 2020.
  • 0 funds tracked by Wall St. Rank held Livongo Health, Inc. Common Stock as of Q4 2020.

Based on Xcel Wealth Management's 13F filing for Q4 2020, filed 13 Jan 2021.