XWM
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Xcel Wealth Management’s Workhorse Group WKHS Stock Holding History

Xcel Wealth Management’s Portfolio WKHS Stock Details WKHS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-11,528
Closed -$10K – 135
2023
Q2 		$10K Buy
+11,528
New +$10K ﹤0.01% 136