XCEL WEALTH MANAGEMENT, LLC – The Goldman Sachs Group, Inc. Transaction History
XCEL WEALTH MANAGEMENT, LLC portfolio value:
$1.38M
portfolio value
XCEL WEALTH MANAGEMENT, LLC quarter portfolio value change:
-1.34%
quarter
The Goldman Sachs Group, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.05% | -50 shares | -34K | $293.05 | 4.72K |
| Q2 2022 | share | Decrease | -41.36% | -3.36K shares | -1.27M | $297.02 | 4.77K |
| Q1 2022 | share | Decrease | -2.40% | -200 shares | -503K | $330.1 | 8.14K |
| Q4 2021 | share | Decrease | -1.75% | -149 shares | -19K | $385.52 | 8.34K |
| Q3 2021 | share | Decrease | -2.30% | -200 shares | -89K | $376.03 | 8.49K |
| Q2 2021 | share | Decrease | -0.48% | -42 shares | 443K | $375.71 | 8.69K |
| Q1 2021 | share | Decrease | -0.79% | -70 shares | 535K | $322.62 | 8.73K |
| Q4 2020 | share | Decrease | -29.81% | -3.74K shares | -199K | $259.2 | 8.80K |
| Q3 2020 | share | Increase | +71.42% | 5.22K shares | 1.07M | $196.47 | 12.54K |
| Q2 2020 | share | Increase | +6.20% | 427 shares | 381K | $192.03 | 7.31K |
| Q1 2020 | share | Increase | +64.60% | 2.70K shares | 103K | $149.26 | 6.89K |
| Q4 2019 | share | Decrease | -3.46% | -150 shares | 64K | $220.64 | 4.18K |
| Q3 2019 | share | Decrease | -2.63% | -117 shares | -13K | $197.74 | 4.33K |
| Q2 2019 | share | Increase | +1.74% | 76 shares | 71K | $194.03 | 4.45K |
| Q1 2019 | share | Decrease | -40.58% | -2.99K shares | -390K | $181.26 | 4.37K |
| Q4 2018 | share | Increase | 0.00% | 7.36K shares | 1.23M | $157.08 | 7.36K |