CTWM
Cherry Tree Wealth Management’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $174K | Sell |
2,551
-7
| -0.3% | -$477 | 0.04% | 166 |
|
|
2025
Q1 | $181K | Sell |
2,558
-135
| -5% | -$9.56K | 0.04% | 164 |
|
|
2024
Q4 | $182K | Buy |
2,693
+9
| +0.3% | +$608 | 0.05% | 165 |
|
|
2024
Q3 | $175K | Buy |
2,684
+10
| +0.4% | +$653 | 0.04% | 169 |
|
|
2024
Q2 | $143K | Sell |
2,674
-527
| -16% | -$28.2K | 0.04% | 175 |
|
|
2024
Q1 | $172K | Buy |
3,201
+14
| +0.4% | +$753 | 0.04% | 169 |
|
|
2023
Q4 | $197K | Sell |
3,187
-364
| -10% | -$22.5K | 0.05% | 152 |
|
|
2023
Q3 | $203K | Buy |
3,551
+13
| +0.4% | +$744 | 0.06% | 140 |
|
|
2023
Q2 | $220K | Buy |
+3,538
| New | +$220K | 0.06% | 133 |
|