Baker Tilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,570
| Closed | -$408K | – | 557 |
|
|
2023
Q2 | $408K | Sell |
6,570
-633
| -9% | -$39.4K | 0.04% | 389 |
|
|
2023
Q1 | $486K | Sell |
7,203
-102
| -1% | -$6.88K | 0.05% | 341 |
|
|
2022
Q4 | $512K | Buy |
7,305
+254
| +4% | +$17.8K | 0.06% | 315 |
|
|
2022
Q3 | $451K | Sell |
7,051
-7
| -0.1% | -$448 | 0.06% | 316 |
|
|
2022
Q2 | $499K | Buy |
7,058
+169
| +2% | +$11.9K | 0.07% | 305 |
|
|
2022
Q1 | $497K | Buy |
+6,889
| New | +$497K | 0.06% | 347 |
|
|
2021
Q1 | – | Sell |
-4,149
| Closed | -$277K | – | 480 |
|
|
2020
Q4 | $277K | Buy |
+4,149
| New | +$277K | 0.09% | 255 |
|