Alpha Family Trust’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,390
| Closed | -$458K | – | 166 |
|
|
2023
Q4 | $458K | Buy |
+7,390
| New | +$458K | 0.31% | 61 |
|
|
2023
Q3 | – | Sell |
-5,330
| Closed | -$331K | – | 141 |
|
|
2023
Q2 | $331K | Hold |
5,330
| – | – | 0.23% | 72 |
|
|
2023
Q1 | $359K | Sell |
5,330
-260
| -5% | -$17.5K | 0.28% | 69 |
|
|
2022
Q4 | $392K | Buy |
+5,590
| New | +$392K | 0.35% | 54 |
|