CWP
CFM Wealth Partners’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,300
| Closed | -$392K | – | 165 |
|
|
2023
Q2 | $392K | Hold |
6,300
| – | – | 0.1% | 129 |
|
|
2023
Q1 | $425K | Hold |
6,300
| – | – | 0.11% | 116 |
|
|
2022
Q4 | $442K | Hold |
6,300
| – | – | 0.13% | 118 |
|
|
2022
Q3 | $403K | Hold |
6,300
| – | – | 0.13% | 113 |
|
|
2022
Q2 | $446K | Hold |
6,300
| – | – | 0.13% | 113 |
|
|
2022
Q1 | $455K | Hold |
6,300
| – | – | 0.11% | 118 |
|
|
2021
Q4 | $428K | Hold |
6,300
| – | – | 0.1% | 122 |
|
|
2021
Q3 | $393K | Hold |
6,300
| – | – | 0.1% | 124 |
|
|
2021
Q2 | $415K | Hold |
6,300
| – | – | 0.11% | 113 |
|
|
2021
Q1 | $419K | Hold |
6,300
| – | – | 0.13% | 107 |
|
|
2020
Q4 | $420K | Hold |
6,300
| – | – | 0.13% | 98 |
|
|
2020
Q3 | $434K | Hold |
6,300
| – | – | 0.16% | 92 |
|
|
2020
Q2 | $393K | Hold |
6,300
| – | – | 0.15% | 95 |
|
|
2020
Q1 | $380K | Hold |
6,300
| – | – | 0.18% | 88 |
|
|
2019
Q4 | $410K | Buy |
+6,300
| New | +$410K | 0.15% | 101 |
|