XCEL WEALTH MANAGEMENT, LLC – Bank of America Corporation Transaction History
XCEL WEALTH MANAGEMENT, LLC portfolio value:
$9.16M
portfolio value
XCEL WEALTH MANAGEMENT, LLC quarter portfolio value change:
-2.99%
quarter
Bank of America Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +27.94% | 66.30K shares | 1.78M | $30.2 | 303.57K |
| Q2 2022 | share | Increase | +11.29% | 24.07K shares | -1.40M | $31.13 | 237.27K |
| Q1 2022 | share | Increase | +16.65% | 30.42K shares | 657K | $41.22 | 213.19K |
| Q4 2021 | share | Increase | +10.88% | 17.93K shares | 1.13M | $44.53 | 182.76K |
| Q3 2021 | share | Decrease | -0.19% | -318 shares | 188K | $42.25 | 164.82K |
| Q2 2021 | share | Increase | +0.28% | 464 shares | 438K | $40.83 | 165.14K |
| Q1 2021 | share | Increase | +0.18% | 303 shares | 1.38M | $38.15 | 164.67K |
| Q4 2020 | share | Decrease | -1.50% | -2.5K shares | 962K | $29.74 | 164.37K |
| Q3 2020 | share | Increase | +29.96% | 38.47K shares | 971K | $23.49 | 166.87K |
| Q2 2020 | share | Increase | +1.11% | 1.41K shares | 353K | $23 | 128.40K |
| Q1 2020 | share | Decrease | -23.23% | -38.42K shares | -3.13M | $20.42 | 126.99K |
| Q4 2019 | share | Decrease | -1.75% | -2.94K shares | 915K | $33.66 | 165.42K |
| Q3 2019 | share | Increase | +0.27% | 460 shares | 42K | $27.72 | 168.37K |
| Q2 2019 | share | Decrease | -5.69% | -10.13K shares | -43K | $27.39 | 167.91K |
| Q1 2019 | share | Decrease | -17.15% | -36.85K shares | -383K | $25.92 | 178.04K |
| Q4 2018 | share | Increase | 0.00% | 214.89K shares | 5.29M | $23.03 | 214.89K |