Clearview Wealth Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-110
| Closed | -$8K | – | 653 |
|
|
2022
Q1 | $8K | Sell |
110
-148
| -57% | -$10.8K | 0.01% | 414 |
|
|
2021
Q4 | $17K | Buy |
258
+1
| +0.4% | +$66 | 0.01% | 352 |
|
|
2021
Q3 | $16K | Buy |
257
+1
| +0.4% | +$62 | 0.01% | 364 |
|
|
2021
Q2 | $17K | Buy |
256
+1
| +0.4% | +$66 | 0.01% | 363 |
|
|
2021
Q1 | $17K | Hold |
255
| – | – | 0.01% | 357 |
|
|
2020
Q4 | $17K | Buy |
+255
| New | +$17K | 0.01% | 318 |
|