Aspire Private Capital’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-412
| Closed | -$26.9K | – | 648 |
|
|
2024
Q3 | $26.9K | Buy |
412
+1
| +0.2% | +$65 | 0.01% | 280 |
|
|
2024
Q2 | $22K | Buy |
411
+175
| +74% | +$9.35K | 0.01% | 307 |
|
|
2024
Q1 | $12.7K | Buy |
236
+3
| +1% | +$161 | ﹤0.01% | 371 |
|
|
2023
Q4 | $14.4K | Buy |
233
+116
| +99% | +$7.19K | ﹤0.01% | 350 |
|
|
2023
Q3 | $6.69K | Buy |
117
+40
| +52% | +$2.29K | ﹤0.01% | 446 |
|
|
2023
Q2 | $4.79K | Hold |
77
| – | – | ﹤0.01% | 456 |
|
|
2023
Q1 | $5.19K | Sell |
77
-8
| -9% | -$540 | ﹤0.01% | 435 |
|
|
2022
Q4 | $5.96K | Hold |
85
| – | – | ﹤0.01% | 414 |
|
|
2022
Q3 | $5K | Hold |
85
| – | – | ﹤0.01% | 430 |
|
|
2022
Q2 | $6K | Hold |
85
| – | – | ﹤0.01% | 390 |
|
|
2022
Q1 | $6K | Hold |
85
| – | – | ﹤0.01% | 391 |
|
|
2021
Q4 | $6K | Hold |
85
| – | – | ﹤0.01% | 402 |
|
|
2021
Q3 | $5K | Hold |
85
| – | – | ﹤0.01% | 393 |
|
|
2021
Q2 | $6K | Hold |
85
| – | – | ﹤0.01% | 381 |
|
|
2021
Q1 | $6K | Buy |
85
+8
| +10% | +$565 | ﹤0.01% | 374 |
|
|
2020
Q4 | $5K | Hold |
77
| – | – | ﹤0.01% | 309 |
|
|
2020
Q3 | $5K | Buy |
+77
| New | +$5K | ﹤0.01% | 320 |
|