XCEL WEALTH MANAGEMENT, LLC – VictoryShares Nasdaq Next 50 ETF Transaction History
XCEL WEALTH MANAGEMENT, LLC portfolio value:
$619,000
portfolio value
XCEL WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.65%
quarter
VictoryShares Nasdaq Next 50 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +16.33% | 325 shares | 61K | $267.26 | 2.31K |
| Q2 2022 | share | Increase | +5.29% | 100 shares | -127K | $280.28 | 1.99K |
| Q1 2022 | share | Increase | +38.16% | 522 shares | 141K | $362.54 | 1.89K |
| Q4 2021 | share | Decrease | -1.72% | -24 shares | 46K | $400.35 | 1.36K |
| Q3 2021 | share | 0.00% | 0 shares | 5K | $357.96 | 1.39K | |
| Q2 2021 | share | Increase | +2.28% | 31 shares | 59K | $354.03 | 1.39K |
| Q1 2021 | share | Increase | +3.34% | 44 shares | 21K | $318.4 | 1.36K |
| Q4 2020 | share | Decrease | -1.50% | -20 shares | 42K | $312.64 | 1.31K |
| Q3 2020 | share | Increase | +1.52% | 20 shares | 45K | $276.36 | 1.33K |
| Q2 2020 | share | 0.00% | 0 shares | 76K | $245.93 | 1.31K | |
| Q1 2020 | share | Increase | 0.00% | 1.31K shares | 250K | $188.79 | 1.31K |
| Q4 2019 | share | Decrease | -100.00% | -1.31K shares | -248K | $210.36 | 0 |
| Q3 2019 | share | 0.00% | 0 shares | 3K | $186.41 | 1.31K | |
| Q2 2019 | share | 0.00% | 0 shares | 9K | $184 | 1.31K | |
| Q1 2019 | share | 0.00% | 0 shares | 33K | $176.63 | 1.31K | |
| Q4 2018 | share | Increase | 0.00% | 1.31K shares | 203K | $151.38 | 1.31K |