Cornerstone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,983
| Closed | -$201K | – | 526 |
|
|
2023
Q1 | $201K | Buy |
+2,983
| New | +$201K | 0.02% | 454 |
|
|
2022
Q3 | $202K | Buy |
3,161
+10
| +0.3% | +$639 | 0.02% | 420 |
|
|
2022
Q2 | $223K | Buy |
3,151
+9
| +0.3% | +$637 | 0.02% | 407 |
|
|
2022
Q1 | $227K | Buy |
3,142
+9
| +0.3% | +$650 | 0.02% | 426 |
|
|
2021
Q4 | $211K | Buy |
+3,133
| New | +$211K | 0.02% | 477 |
|
|
2021
Q3 | – | Sell |
-3,740
| Closed | -$246K | – | 488 |
|
|
2021
Q2 | $246K | Buy |
+3,740
| New | +$246K | 0.03% | 408 |
|
|
2018
Q4 | – | Sell |
-59,619
| Closed | -$1.25M | – | 1152 |
|
|
2018
Q3 | $1.25M | Buy |
59,619
+20,669
| +53% | +$434K | 0.02% | 647 |
|
|
2018
Q2 | $843K | Buy |
+38,950
| New | +$843K | 0.01% | 831 |
|