Annapolis Financial Services’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 |
-259
| Closed | -$16K | – | 473 |
|
|
2023
Q4 | $16K | Hold |
259
| – | – | ﹤0.01% | 303 |
|
|
2023
Q3 | $14.8K | Hold |
259
| – | – | ﹤0.01% | 299 |
|
|
2023
Q2 | $16.1K | Hold |
259
| – | – | ﹤0.01% | 293 |
|
|
2023
Q1 | $17.5K | Hold |
259
| – | – | 0.01% | 257 |
|
|
2022
Q4 | $18.2K | Hold |
259
| – | – | 0.01% | 254 |
|
|
2022
Q3 | $17K | Hold |
259
| – | – | 0.01% | 283 |
|
|
2022
Q2 | $18K | Buy |
+259
| New | +$18K | 0.01% | 255 |
|