Back to BML-PJ
Xcel Wealth Management, LLC → BML-PJ
Xcel Wealth Management, LLC BML-PJ Position History
BML-PJ
Quarters held
5
Latest value
$7M
Q3 2026
Peak value
$8.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.2M |
| Q4 2025 | $7M |
| Q1 2026 | $7M |
| Q2 2026 | $8.2M |
| Q3 2026 | $7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7M | 5.8K | — | — |
| Q2 2026 | $8.2M | 6.6K | — | — |
| Q1 2026 | $7M | 5.9K | — | — |
| Q4 2025 | $7M | 5.6K | — | — |
| Q3 2025 | $7.2M | 5.6K | — | — |