XWM
Xcel Wealth Management’s Wynn Resorts WYNN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,030
| Closed | -$208K | – | 130 |
|
|
2024
Q1 | $208K | Buy |
+2,030
| New | +$208K | 0.06% | 123 |
|
|
2023
Q3 | – | Sell |
-5,365
| Closed | -$567K | – | 136 |
|
|
2023
Q2 | $567K | Sell |
5,365
-470
| -8% | -$49.6K | 0.18% | 85 |
|
|
2023
Q1 | $653K | Sell |
5,835
-955
| -14% | -$107K | 0.23% | 74 |
|
|
2022
Q4 | $560K | Sell |
6,790
-1,700
| -20% | -$140K | 0.22% | 74 |
|
|
2022
Q3 | $535K | Sell |
8,490
-9,865
| -54% | -$622K | 0.2% | 75 |
|
|
2022
Q2 | $1.05M | Sell |
18,355
-20,700
| -53% | -$1.18M | 0.38% | 55 |
|
|
2022
Q1 | $3.11M | Buy |
39,055
+3,145
| +9% | +$251K | 0.85% | 36 |
|
|
2021
Q4 | $3.05M | Sell |
35,910
-2,660
| -7% | -$226K | 0.79% | 38 |
|
|
2021
Q3 | $3.27M | Buy |
38,570
+19,695
| +104% | +$1.67M | 0.95% | 31 |
|
|
2021
Q2 | $2.31M | Buy |
18,875
+15,670
| +489% | +$1.92M | 0.7% | 41 |
|
|
2021
Q1 | $402K | Hold |
3,205
| – | – | 0.14% | 97 |
|
|
2020
Q4 | $361K | Buy |
+3,205
| New | +$361K | 0.16% | 92 |
|