CMA
Cedar Mountain Advisors’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-89
| Closed | -$6.24K | – | 333 |
|
|
2022
Q4 | $6.24K | Hold |
89
| – | – | ﹤0.01% | 195 |
|
|
2022
Q3 | $6K | Hold |
89
| – | – | ﹤0.01% | 203 |
|
|
2022
Q2 | $6K | Hold |
89
| – | – | ﹤0.01% | 208 |
|
|
2022
Q1 | $6K | Hold |
89
| – | – | ﹤0.01% | 227 |
|
|
2021
Q4 | $6K | Hold |
89
| – | – | ﹤0.01% | 231 |
|
|
2021
Q3 | $6K | Buy |
+89
| New | +$6K | ﹤0.01% | 222 |
|