XWM
Xcel Wealth Management’s SI-BONE Inc SIBN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-14,290
| Closed | -$386K | – | 131 |
|
|
2023
Q2 | $386K | Sell |
14,290
-9,575
| -40% | -$258K | 0.12% | 100 |
|
|
2023
Q1 | $469K | Sell |
23,865
-2,460
| -9% | -$48.4K | 0.17% | 90 |
|
|
2022
Q4 | $358K | Sell |
26,325
-17,400
| -40% | -$237K | 0.14% | 95 |
|
|
2022
Q3 | $763K | Buy |
43,725
+5,050
| +13% | +$88.1K | 0.28% | 62 |
|
|
2022
Q2 | $511K | Sell |
38,675
-1,400
| -3% | -$18.5K | 0.19% | 76 |
|
|
2022
Q1 | $906K | Sell |
40,075
-14,250
| -26% | -$322K | 0.25% | 74 |
|
|
2021
Q4 | $1.21M | Buy |
54,325
+15,075
| +38% | +$335K | 0.31% | 70 |
|
|
2021
Q3 | $841K | Buy |
39,250
+20,250
| +107% | +$434K | 0.24% | 72 |
|
|
2021
Q2 | $598K | Buy |
+19,000
| New | +$598K | 0.18% | 88 |
|