Xcel Wealth Management, LLC
- SEC CIK
- 0001791002
- Latest filing
- Jul 24, 2026
DOW holding history
Dow Inc. in every 13F filed by Xcel Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
DOW overviewAll 13F holders of DOWFull Q2 2026 holdings
- Shares (Q3 2023)
- 0
- Sold out in Q3 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 0 | $0 | 0.0% | −4,312−100.0% | Sold out | Holders |
| Q2 2023 | 4,312 | $229.6K | 0.1% | −5−0.1% | Reduced | Holders |
| Q1 2023 | 4,317 | $236.7K | 0.1% | +4,317 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −6,946−100.0% | Sold out | Holders |
| Q1 2022 | 6,946 | $443.0K | 0.1% | +1,394+25.1% | Added | Holders |
| Q4 2021 | 5,552 | $315.0K | 0.1% | +1,701+44.2% | Added | Holders |
| Q3 2021 | 3,851 | $222.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2021 | 3,851 | $244.0K | 0.1% | +3,851 | New | Holders |