Bradley & Co Private 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
Q3 | – | Sell |
-35
| Closed | -$2.18K | – | 192 |
|
|
2023
Q2 | $2.18K | Hold |
35
| – | – | ﹤0.01% | 157 |
|
|
2023
Q1 | $2.36K | Hold |
35
| – | – | ﹤0.01% | 154 |
|
|
2022
Q4 | $2.45K | Hold |
35
| – | – | ﹤0.01% | 157 |
|
|
2022
Q3 | $2K | Hold |
35
| – | – | ﹤0.01% | 171 |
|
|
2022
Q2 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 175 |
|