AWM
Activest Wealth Management’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.27K | Sell |
92
-2
| -2% | -$136 | ﹤0.01% | 515 |
|
|
2025
Q1 | $6.65K | Buy |
94
+90
| +2,250% | +$6.37K | ﹤0.01% | 469 |
|
|
2024
Q4 | $270 | Buy |
+4
| New | +$270 | ﹤0.01% | 604 |
|
|
2023
Q1 | – | Sell |
-105
| Closed | -$7.36K | – | 573 |
|
|
2022
Q4 | $7.36K | Hold |
105
| – | – | ﹤0.01% | 328 |
|
|
2022
Q3 | $7K | Buy |
105
+58
| +123% | +$3.87K | ﹤0.01% | 333 |
|
|
2022
Q2 | $3K | Buy |
+47
| New | +$3K | ﹤0.01% | 312 |
|