Baystate 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
Q4 | $63 | Hold |
1
| – | – | ﹤0.01% | 1305 |
|
|
2023
Q3 | $58 | Hold |
1
| – | – | ﹤0.01% | 1016 |
|
|
2023
Q2 | $63 | Hold |
1
| – | – | ﹤0.01% | 1034 |
|
|
2023
Q1 | $67 | Buy |
+1
| New | +$67 | ﹤0.01% | 1024 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 1037 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 1046 |
|
|
2018
Q2 | – | Sell |
-8
| Closed | -$1K | – | 704 |
|
|
2018
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 640 |
|
|
2017
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 630 |
|
|
2017
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 607 |
|
|
2017
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 640 |
|
|
2017
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 604 |
|