XWM
PETQ
Xcel Wealth Management’s PetIQ, Inc. Class A Common Stock PETQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-10,422
| Closed | -$402K | – | 145 |
|
|
2021
Q2 | $402K | Buy |
10,422
+100
| +1% | +$3.86K | 0.12% | 110 |
|
|
2021
Q1 | $364K | Hold |
10,322
| – | – | 0.13% | 101 |
|
|
2020
Q4 | $396K | Buy |
10,322
+3,800
| +58% | +$146K | 0.17% | 89 |
|
|
2020
Q3 | $214K | Hold |
6,522
| – | – | 0.11% | 103 |
|
|
2020
Q2 | $227K | Buy |
+6,522
| New | +$227K | 0.14% | 91 |
|