XWM
Xcel Wealth Management’s Unity U Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,787
| Closed | -$338K | – | 133 |
|
|
2023
Q2 | $338K | Buy |
7,787
+33
| +0.4% | +$1.43K | 0.11% | 106 |
|
|
2023
Q1 | $252K | Sell |
7,754
-1
| -0% | -$32 | 0.09% | 115 |
|
|
2022
Q4 | $222K | Buy |
7,755
+298
| +4% | +$8.52K | 0.09% | 115 |
|
|
2022
Q3 | $238K | Buy |
7,457
+724
| +11% | +$23.1K | 0.09% | 112 |
|
|
2022
Q2 | $248K | Sell |
6,733
-1,113
| -14% | -$41K | 0.09% | 110 |
|
|
2022
Q1 | $778K | Buy |
7,846
+1,595
| +26% | +$158K | 0.21% | 78 |
|
|
2021
Q4 | $894K | Buy |
6,251
+328
| +6% | +$46.9K | 0.23% | 78 |
|
|
2021
Q3 | $748K | Buy |
5,923
+218
| +4% | +$27.5K | 0.22% | 78 |
|
|
2021
Q2 | $627K | Buy |
5,705
+757
| +15% | +$83.2K | 0.19% | 86 |
|
|
2021
Q1 | $496K | Buy |
+4,948
| New | +$496K | 0.18% | 88 |
|