BDO Wealth Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $52.3K | Buy |
841
+100
| +13% | +$6.22K | 0.01% | 429 |
|
|
2023
Q1 | $50K | Sell |
741
-147
| -17% | -$9.91K | 0.01% | 421 |
|
|
2022
Q4 | $62.3K | Hold |
888
| – | – | 0.01% | 384 |
|
|
2022
Q3 | $57K | Hold |
888
| – | – | 0.01% | 389 |
|
|
2022
Q2 | $63K | Hold |
888
| – | – | 0.01% | 384 |
|
|
2022
Q1 | $64K | Hold |
888
| – | – | 0.01% | 391 |
|
|
2021
Q4 | $60K | Hold |
888
| – | – | 0.01% | 423 |
|
|
2021
Q3 | $55K | Hold |
888
| – | – | 0.01% | 434 |
|
|
2021
Q2 | $58K | Hold |
888
| – | – | 0.01% | 447 |
|
|
2021
Q1 | $59K | Sell |
888
-2,500
| -74% | -$166K | 0.01% | 430 |
|
|
2020
Q4 | $226K | Hold |
3,388
| – | – | 0.03% | 221 |
|
|
2020
Q3 | $234K | Hold |
3,388
| – | – | 0.04% | 205 |
|
|
2020
Q2 | $212K | Hold |
3,388
| – | – | 0.04% | 211 |
|
|
2020
Q1 | $204K | Buy |
+3,388
| New | +$204K | 0.04% | 204 |
|