BDO Wealth Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $52.3K | Buy |
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|
2023
Q1 | $50K | Sell |
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|
2022
Q4 | $62.3K | Hold |
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|
2022
Q3 | $57K | Hold |
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|
2022
Q2 | $63K | Hold |
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|
2022
Q1 | $64K | Hold |
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|
2021
Q4 | $60K | Hold |
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|
2021
Q3 | $55K | Hold |
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|
2021
Q2 | $58K | Hold |
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|
2021
Q1 | $59K | Sell |
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|
2020
Q4 | $226K | Hold |
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|
2020
Q3 | $234K | Hold |
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|
2020
Q2 | $212K | Hold |
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|
2020
Q1 | $204K | Buy |
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