XCEL WEALTH MANAGEMENT, LLC – abrdn Physical Gold Shares ETF Transaction History
XCEL WEALTH MANAGEMENT, LLC portfolio value:
$1.04M
portfolio value
XCEL WEALTH MANAGEMENT, LLC quarter portfolio value change:
-8.14%
quarter
abrdn Physical Gold Shares ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.38% | -250 shares | -97K | $15.92 | 65.72K |
| Q2 2022 | share | Increase | +8.20% | 5K shares | 10K | $17.33 | 65.97K |
| Q1 2022 | share | Decrease | -5.06% | -3.25K shares | 5K | $18.58 | 60.97K |
| Q4 2021 | share | Decrease | -27.20% | -24K shares | -359K | $17.43 | 64.22K |
| Q3 2021 | share | Decrease | -7.54% | -7.19K shares | -134K | $16.85 | 88.22K |
| Q2 2021 | share | Decrease | -37.39% | -56.97K shares | -878K | $16.99 | 95.41K |
| Q1 2021 | share | Increase | +4.71% | 6.86K shares | -161K | $16.4 | 152.38K |
| Q4 2020 | share | Decrease | -0.25% | -360 shares | 13K | $18.28 | 145.52K |
| Q3 2020 | share | Increase | +346.13% | 113.18K shares | 2.08M | $18.15 | 145.88K |
| Q2 2020 | share | 0.00% | 0 shares | 65K | $17.14 | 32.7K | |
| Q1 2020 | share | Increase | 0.00% | 32.7K shares | 495K | $15.15 | 32.7K |