CCG 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
Q1 | – | Sell |
-3,784
| Closed | -$234K | – | 76 |
|
|
2023
Q4 | $234K | Sell |
3,784
-350
| -8% | -$21.7K | 0.16% | 50 |
|
|
2023
Q3 | $237K | Sell |
4,134
-1,200
| -22% | -$68.7K | 0.15% | 53 |
|
|
2023
Q2 | $332K | Sell |
5,334
-550
| -9% | -$34.2K | 0.21% | 44 |
|
|
2023
Q1 | $397K | Hold |
5,884
| – | – | 0.26% | 38 |
|
|
2022
Q4 | $413K | Buy |
+5,884
| New | +$413K | 0.23% | 50 |
|