Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2020

Apr 07, 2020

SELL
N/A
-1,425 Closed
0 $0
Q3 2019

Nov 12, 2019

BUY
N/A
50 Added 3.64%
1,425 $279,000
Q2 2019

Nov 12, 2019

SELL
N/A
-75 Reduced 5.17%
1,375 $239,000
Q1 2019

Nov 12, 2019

SELL
N/A
-1,350 Reduced 48.21%
1,450 $264,000
Q4 2018

Nov 12, 2019

BUY
N/A
2,800 New
2,800 $429,000
Track This Portfolio

Track Xcel Wealth Management, LLC Portfolio

Follow Xcel Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Xcel Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Xcel Wealth Management, LLC with notifications on news.