Belpointe Asset 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
Q1 | – | Sell |
-4,155
| Closed | -$257K | – | 847 |
|
|
2023
Q4 | $257K | Buy |
+4,155
| New | +$257K | 0.02% | 586 |
|
|
2023
Q2 | – | Sell |
-2,031
| Closed | -$137K | – | 3407 |
|
|
2023
Q1 | $137K | Buy |
2,031
+238
| +13% | +$16.1K | 0.01% | 1132 |
|
|
2022
Q4 | $126K | Sell |
1,793
-349
| -16% | -$24.5K | 0.01% | 1120 |
|
|
2022
Q3 | $137K | Buy |
2,142
+501
| +31% | +$32K | 0.01% | 1002 |
|
|
2022
Q2 | $115K | Sell |
1,641
-2,125
| -56% | -$149K | 0.01% | 1056 |
|
|
2022
Q1 | $272K | Sell |
3,766
-58
| -2% | -$4.19K | 0.02% | 776 |
|
|
2021
Q4 | $258K | Buy |
3,824
+171
| +5% | +$11.5K | 0.02% | 784 |
|
|
2021
Q3 | $228K | Hold |
3,653
| – | – | 0.02% | 806 |
|
|
2021
Q2 | $240K | Hold |
3,653
| – | – | 0.02% | 765 |
|
|
2021
Q1 | $244K | Sell |
3,653
-553
| -13% | -$36.9K | 0.02% | 674 |
|
|
2020
Q4 | $280K | Sell |
4,206
-48
| -1% | -$3.2K | 0.03% | 577 |
|
|
2020
Q3 | $294K | Buy |
4,254
+295
| +7% | +$20.4K | 0.03% | 443 |
|
|
2020
Q2 | $247K | Buy |
3,959
+478
| +14% | +$29.8K | 0.03% | 467 |
|
|
2020
Q1 | $210K | Sell |
3,481
-742
| -18% | -$44.8K | 0.04% | 418 |
|
|
2019
Q4 | $268K | Buy |
+4,223
| New | +$268K | 0.03% | 464 |
|
|
2019
Q2 | – | Sell |
-4,552
| Closed | -$256K | – | 664 |
|
|
2019
Q1 | $256K | Buy |
+4,552
| New | +$256K | 0.05% | 268 |
|
|
2018
Q4 | – | Sell |
-4,421
| Closed | -$209K | – | 643 |
|
|
2018
Q3 | $209K | Buy |
+4,421
| New | +$209K | 0.03% | 440 |
|