XWM
PARA
Xcel Wealth Management’s Paramount Global Class B PARA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-15,230
| Closed | -$290K | – | 132 |
|
|
2022
Q3 | $290K | Buy |
15,230
+1,760
| +13% | +$33.5K | 0.11% | 106 |
|
|
2022
Q2 | $332K | Sell |
13,470
-28,800
| -68% | -$710K | 0.12% | 96 |
|
|
2022
Q1 | $1.6M | Sell |
42,270
-6,735
| -14% | -$255K | 0.44% | 59 |
|
|
2021
Q4 | $1.48M | Buy |
49,005
+35,897
| +274% | +$1.08M | 0.38% | 65 |
|
|
2021
Q3 | $518K | Buy |
13,108
+3,300
| +34% | +$130K | 0.15% | 95 |
|
|
2021
Q2 | $443K | Buy |
+9,808
| New | +$443K | 0.13% | 99 |
|