Xcel Wealth Management, LLC Global X Fdsnasdaq 100 Covered Transaction History

Xcel Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 26, 2023	SELL	$16.93 - $17.8 $82,195 - $86,419	-4,855 Reduced 10.72%	40,423 $717,000
Q1 2023 Apr 25, 2023	BUY	$15.76 - $17.15 $945 - $1,029	60 Added 0.13%	45,278 $776,000
Q4 2022 Jan 19, 2023	SELL	$15.39 - $16.71 $36,551 - $39,686	-2,375 Reduced 4.99%	45,218 $719,000
Q3 2022 Oct 20, 2022	BUY	$15.66 - $18.51 $7,876 - $9,310	503 Added 1.07%	47,593 $745,000
Q2 2022 Jul 26, 2022	BUY	$17.13 - $21.08 $23,039 - $28,352	1,345 Added 2.94%	47,090 $823,000
Q1 2022 Apr 29, 2022	BUY	$19.1 - $22.29 $673,943 - $786,502	35,285 Added 337.33%	45,745 $959,000
Q4 2021 Feb 03, 2022	BUY	$21.71 - $23.05 $227,086 - $241,103	10,460 New	10,460 $232,000

421

105M

8.15M

101K

Get notified when there are updates to the investment portfolio of Xcel Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Xcel Wealth Management, LLC with notifications on news.