XCEL WEALTH MANAGEMENT, LLC – Wells Fargo & Company Transaction History
XCEL WEALTH MANAGEMENT, LLC portfolio value:
$1.99M
portfolio value
XCEL WEALTH MANAGEMENT, LLC quarter portfolio value change:
+2.68%
quarter
Wells Fargo & Company 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.64% | 800 shares | 84K | $40.22 | 49.67K |
| Q2 2022 | share | Decrease | -1.20% | -596 shares | -483K | $39.17 | 48.87K |
| Q1 2022 | share | Decrease | -5.24% | -2.73K shares | -108K | $48.46 | 49.46K |
| Q4 2021 | share | Decrease | -0.64% | -338 shares | 67K | $48.1 | 52.20K |
| Q3 2021 | share | Increase | +77.26% | 22.9K shares | 1.09M | $46.23 | 52.54K |
| Q2 2021 | share | Increase | +0.31% | 93 shares | 188K | $44.92 | 29.64K |
| Q1 2021 | share | Increase | 0.00% | 29.54K shares | 1.15M | $38.67 | 29.54K |
| Q2 2019 | share | Decrease | -100.00% | -4.39K shares | -212K | $43.99 | 0 |
| Q1 2019 | share | Decrease | -51.73% | -4.71K shares | -207K | $44.49 | 4.39K |
| Q4 2018 | share | Increase | 0.00% | 9.11K shares | 419K | $42.05 | 9.11K |