Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2019

Jan 09, 2020

SELL
N/A
-7,863 Closed
0 $0
Q3 2019

Nov 12, 2019

SELL
N/A
-200 Reduced 2.48%
7,863 $540,000
Q2 2019

Nov 12, 2019

SELL
N/A
-800 Reduced 9.03%
8,063 $506,000
Q1 2019

Nov 12, 2019

SELL
N/A
-7,885 Reduced 47.08%
8,863 $525,000
Q4 2018

Nov 12, 2019

BUY
N/A
16,748 New
16,748 $844,000
Track This Portfolio

Track Xcel Wealth Management, LLC Portfolio

Follow Xcel Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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