Axxcess Wealth Management’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,659
| Closed | -$304K | – | 943 |
|
|
2024
Q3 | $304K | Sell |
4,659
-25
| -0.5% | -$1.63K | 0.01% | 683 |
|
|
2024
Q2 | $250K | Sell |
4,684
-25
| -0.5% | -$1.34K | 0.01% | 713 |
|
|
2024
Q1 | $253K | Buy |
4,709
+28
| +0.6% | +$1.51K | 0.01% | 724 |
|
|
2023
Q4 | $290K | Sell |
4,681
-739
| -14% | -$45.8K | 0.01% | 650 |
|
|
2023
Q3 | $310K | Buy |
5,420
+424
| +8% | +$24.3K | 0.01% | 589 |
|
|
2023
Q2 | $311K | Sell |
4,996
-425
| -8% | -$26.4K | 0.02% | 442 |
|
|
2023
Q1 | $366K | Sell |
5,421
-983
| -15% | -$66.3K | 0.03% | 436 |
|
|
2022
Q4 | $449K | Buy |
6,404
+53
| +0.8% | +$3.72K | 0.04% | 376 |
|
|
2022
Q3 | $406K | Buy |
6,351
+1,232
| +24% | +$78.8K | 0.04% | 352 |
|
|
2022
Q2 | $362K | Sell |
5,119
-820
| -14% | -$58K | 0.03% | 358 |
|
|
2022
Q1 | $429K | Sell |
5,939
-130
| -2% | -$9.39K | 0.03% | 385 |
|
|
2021
Q4 | $411K | Buy |
+6,069
| New | +$411K | 0.03% | 402 |
|