CarsonAllaria 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
Q4 | – | Sell |
-137
| Closed | -$8.96K | – | 396 |
|
|
2024
Q3 | $8.96K | Buy |
137
+2
| +1% | +$131 | 0.01% | 265 |
|
|
2024
Q2 | $7.26K | Buy |
135
+1
| +0.7% | +$54 | ﹤0.01% | 276 |
|
|
2024
Q1 | $7.23K | Buy |
134
+1
| +0.8% | +$54 | ﹤0.01% | 268 |
|
|
2023
Q4 | $8.25K | Buy |
133
+1
| +0.8% | +$62 | 0.01% | 227 |
|
|
2023
Q3 | $7.56K | Buy |
132
+1
| +0.8% | +$57 | 0.01% | 231 |
|
|
2023
Q2 | $8.15K | Buy |
131
+1
| +0.8% | +$62 | 0.01% | 235 |
|
|
2023
Q1 | $8.78K | Buy |
130
+1
| +0.8% | +$68 | 0.01% | 224 |
|
|
2022
Q4 | $9K | Buy |
129
+1
| +0.8% | +$70 | 0.01% | 200 |
|
|
2022
Q3 | $8K | Buy |
128
+1
| +0.8% | +$63 | 0.01% | 206 |
|
|
2022
Q2 | $9K | Buy |
127
+1
| +0.8% | +$71 | 0.01% | 204 |
|
|
2022
Q1 | $9K | Buy |
126
+1
| +0.8% | +$71 | 0.01% | 207 |
|
|
2021
Q4 | $9K | Buy |
+125
| New | +$9K | 0.01% | 217 |
|