XWM
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Xcel Wealth Management’s SouthState SSB Stock Holding History

Xcel Wealth Management’s Portfolio SSB Stock Details SSB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,968
Closed -$212K – 139
2023
Q1 		$212K Hold
2,968
– – 0.07% 124
2022
Q4 		$227K Buy
+2,968
New +$227K 0.09% 114