DB Wealth Management Group’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $18.8K | Hold |
304
| – | – | 0.01% | 238 |
|
|
2023
Q3 | $17.4K | Hold |
304
| – | – | 0.01% | 239 |
|
|
2023
Q2 | $18.9K | Hold |
304
| – | – | 0.01% | 232 |
|
|
2023
Q1 | $20.5K | Hold |
304
| – | – | 0.01% | 230 |
|
|
2022
Q4 | $21.3K | Hold |
304
| – | – | 0.01% | 220 |
|
|
2022
Q3 | $19K | Hold |
304
| – | – | 0.01% | 237 |
|
|
2022
Q2 | $22K | Hold |
304
| – | – | 0.02% | 229 |
|
|
2022
Q1 | $22K | Buy |
+304
| New | +$22K | 0.01% | 251 |
|