Destination 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
Q3 | – | Sell |
-4,124
| Closed | -$220K | – | 224 |
|
|
2024
Q2 | $220K | Hold |
4,124
| – | – | 0.01% | 192 |
|
|
2024
Q1 | $222K | Sell |
4,124
-434
| -10% | -$23.3K | 0.01% | 194 |
|
|
2023
Q4 | $282K | Hold |
4,558
| – | – | 0.01% | 173 |
|
|
2023
Q3 | $261K | Hold |
4,558
| – | – | 0.01% | 176 |
|
|
2023
Q2 | $283K | Hold |
4,558
| – | – | 0.01% | 173 |
|
|
2023
Q1 | $307K | Sell |
4,558
-13
| -0.3% | -$877 | 0.01% | 168 |
|
|
2022
Q4 | $320K | Hold |
4,571
| – | – | 0.01% | 166 |
|
|
2022
Q3 | $293K | Hold |
4,571
| – | – | 0.01% | 159 |
|
|
2022
Q2 | $323K | Hold |
4,571
| – | – | 0.01% | 164 |
|
|
2022
Q1 | $330K | Buy |
4,571
+13
| +0.3% | +$939 | 0.01% | 158 |
|
|
2021
Q4 | $309K | Sell |
4,558
-47
| -1% | -$3.19K | 0.01% | 168 |
|
|
2021
Q3 | $288K | Buy |
4,605
+47
| +1% | +$2.94K | 0.01% | 154 |
|
|
2021
Q2 | $300K | Sell |
4,558
-578
| -11% | -$38K | 0.01% | 158 |
|
|
2021
Q1 | $342K | Buy |
+5,136
| New | +$342K | 0.01% | 144 |
|
|
2019
Q2 | – | Sell |
-253
| Closed | -$14K | – | 769 |
|
|
2019
Q1 | $14K | Buy |
+253
| New | +$14K | ﹤0.01% | 427 |
|