Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-133
| Closed | -$9K | – | 711 |
|
|
2022
Q2 | $9K | Buy |
133
+100
| +303% | +$6.77K | ﹤0.01% | 392 |
|
|
2022
Q1 | $2K | Hold |
33
| – | – | ﹤0.01% | 464 |
|
|
2021
Q4 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 428 |
|
|
2021
Q1 | – | Sell |
-33
| Closed | -$2K | – | 503 |
|
|
2020
Q4 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 347 |
|