Xcel Wealth Management, LLC BACpL.PFD Holdings History
Xcel Wealth Management, LLC's Bank of America Corp Holding Summary
As of 2025-06-30, Xcel Wealth Management, LLC held 5,225.00 shares of Bank of America Corp(BACpL.PFD), totaling $6.34 Mil. This investment constitutes 1.8% of their stock portfolio, and Xcel Wealth Management, LLC now holds -% of the outstanding Bank of America Corp(BACpL.PFD) stock.
The initial trade took place in 2018Q4. And since then Xcel Wealth Management, LLC has made 9 purchases of BACpL.PFD, at an average price of $1,211.30, for a total of 5,659.00 shares. In addition, there have been 2 sales at an average price of $1,495.07 for 434.00 shares. Based on historical transaction data and BACpL.PFD's current price of $1222.00, Xcel Wealth Management, LLC's estimated gain on his BACpL.PFD holdings is $179,042.47, reflecting a 2.61% gain to date.
Xcel Wealth Management, LLC BACpL.PFD ($1222.00) Holding Chart
Xcel Wealth Management, LLC BACpL.PFD ($1222.00) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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