XCEL WEALTH MANAGEMENT, LLC – RH Transaction History
XCEL WEALTH MANAGEMENT, LLC portfolio value:
$8.77M
portfolio value
XCEL WEALTH MANAGEMENT, LLC quarter portfolio value change:
+15.93%
quarter
RH 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +189.85% | 23.36K shares | 6.16M | $246.07 | 35.66K |
| Q2 2022 | share | Increase | +50.40% | 4.12K shares | -56K | $212.26 | 12.30K |
| Q1 2022 | share | Increase | +78.76% | 3.60K shares | 215K | $326.09 | 8.18K |
| Q4 2021 | share | Increase | +64.64% | 1.79K shares | 599K | $536.73 | 4.57K |
| Q3 2021 | share | Increase | +77.64% | 1.21K shares | 791K | $666.91 | 2.78K |
| Q2 2021 | share | Decrease | -31.21% | -710 shares | -294K | $679 | 1.56K |
| Q1 2021 | share | 0.00% | 0 shares | 339K | $596.6 | 2.27K | |
| Q4 2020 | share | 0.00% | 0 shares | 148K | $447.52 | 2.27K | |
| Q3 2020 | share | Decrease | -12.16% | -315 shares | 226K | $382.62 | 2.27K |
| Q2 2020 | share | Increase | 0.00% | 2.59K shares | 644K | $248.9 | 2.59K |