Avitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-39,694
| Closed | -$2.13M | – | 212 |
|
|
2024
Q1 | $2.13M | Buy |
39,694
+450
| +1% | +$24.2K | 0.32% | 85 |
|
|
2023
Q4 | $2.43M | Buy |
39,244
+1,150
| +3% | +$71.2K | 0.41% | 69 |
|
|
2023
Q3 | $2.18M | Sell |
38,094
-274
| -0.7% | -$15.7K | 0.41% | 69 |
|
|
2023
Q2 | $2.39M | Buy |
38,368
+250
| +0.7% | +$15.5K | 0.43% | 69 |
|
|
2023
Q1 | $2.57M | Sell |
38,118
-432
| -1% | -$29.1K | 0.5% | 55 |
|
|
2022
Q4 | $2.7M | Buy |
+38,550
| New | +$2.7M | 0.57% | 54 |
|