XWM
SPLK
Xcel Wealth Management’s Splunk Inc SPLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,898
| Closed | -$419K | – | 148 |
|
|
2021
Q3 | $419K | Sell |
2,898
-100
| -3% | -$14.5K | 0.12% | 107 |
|
|
2021
Q2 | $433K | Sell |
2,998
-679
| -18% | -$98.1K | 0.13% | 103 |
|
|
2021
Q1 | $498K | Sell |
3,677
-347
| -9% | -$47K | 0.18% | 87 |
|
|
2020
Q4 | $683K | Sell |
4,024
-14
| -0.3% | -$2.38K | 0.29% | 67 |
|
|
2020
Q3 | $759K | Buy |
4,038
+49
| +1% | +$9.21K | 0.39% | 56 |
|
|
2020
Q2 | $792K | Buy |
3,989
+100
| +3% | +$19.9K | 0.49% | 45 |
|
|
2020
Q1 | $490K | Buy |
+3,889
| New | +$490K | 0.44% | 48 |
|