XWM

Xcel Wealth Management’s Teladoc Health TDOC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-4,357	Closed	-$725K	–	143
2021 Q2	$725K	Sell	4,357 -4,033	-48%	-$671K	0.22%	81
2021 Q1	$1.53M	Buy	8,390 +55	+0.7%	+$10K	0.54%	45
2020 Q4	$1.67M	Buy	+8,335	New	+$1.67M	0.72%	37