Beaird Harris 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-964
| Closed | -$51.5K | – | 737 |
|
|
2024
Q2 | $51.5K | Hold |
964
| – | – | ﹤0.01% | 220 |
|
|
2024
Q1 | $51.8K | Hold |
964
| – | – | 0.01% | 202 |
|
|
2023
Q4 | $59.7K | Hold |
964
| – | – | 0.01% | 175 |
|
|
2023
Q3 | $55.2K | Hold |
964
| – | – | 0.01% | 168 |
|
|
2023
Q2 | $59.9K | Hold |
964
| – | – | 0.01% | 164 |
|
|
2023
Q1 | $65K | Hold |
964
| – | – | 0.01% | 157 |
|
|
2022
Q4 | $67.6K | Hold |
964
| – | – | 0.01% | 162 |
|
|
2022
Q3 | $62K | Buy |
+964
| New | +$62K | 0.01% | 150 |
|
|
2022
Q2 | – | Sell |
-964
| Closed | -$70K | – | 629 |
|
|
2022
Q1 | $70K | Hold |
964
| – | – | 0.03% | 163 |
|
|
2021
Q4 | $65K | Buy |
+964
| New | +$65K | 0.02% | 206 |
|