Dechtman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.09M | Buy |
16,136
+138
| +0.9% | +$9.32K | 0.21% | 21 |
|
|
2024
Q3 | $1.04M | Sell |
15,998
-737
| -4% | -$48.1K | 0.21% | 23 |
|
|
2024
Q2 | $894K | Buy |
16,735
+165
| +1% | +$8.81K | 0.2% | 22 |
|
|
2024
Q1 | $891K | Buy |
16,570
+82
| +0.5% | +$4.41K | 0.21% | 26 |
|
|
2023
Q4 | $1.02M | Buy |
16,488
+82
| +0.5% | +$5.07K | 0.27% | 17 |
|
|
2023
Q3 | $939K | Buy |
16,406
+73
| +0.4% | +$4.18K | 0.28% | 17 |
|
|
2023
Q2 | $1.02M | Buy |
+16,333
| New | +$1.02M | 0.3% | 14 |
|