44 Wealth Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $5.37M | Sell |
86,431
-1,024
| -1% | -$63.7K | 1.83% | 13 |
|
|
2023
Q1 | $5.9M | Buy |
+87,455
| New | +$5.9M | 2% | 10 |
|
|
2022
Q4 | – | Sell |
-87,889
| Closed | -$5.63M | – | 183 |
|
|
2022
Q3 | $5.63M | Sell |
87,889
-22
| -0% | -$1.41K | 2.31% | 8 |
|
|
2022
Q2 | $6.22M | Buy |
+87,911
| New | +$6.22M | 2.41% | 8 |
|