XWM
Xcel Wealth Management’s Royalty Pharma RPRX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-5,000
| Closed | -$205K | – | 142 |
|
|
2021
Q2 | $205K | Hold |
5,000
| – | – | 0.06% | 138 |
|
|
2021
Q1 | $218K | Sell |
5,000
-200
| -4% | -$8.72K | 0.08% | 120 |
|
|
2020
Q4 | $260K | Hold |
5,200
| – | – | 0.11% | 108 |
|
|
2020
Q3 | $218K | Buy |
+5,200
| New | +$218K | 0.11% | 100 |
|