Destiny Wealth Partners’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,168
| Closed | -$267K | – | 714 |
|
|
2022
Q3 | $267K | Buy |
4,168
+1,032
| +33% | +$66.1K | 0.06% | 156 |
|
|
2022
Q2 | $222K | Buy |
3,136
+1,728
| +123% | +$122K | 0.05% | 160 |
|
|
2022
Q1 | $102K | Buy |
+1,408
| New | +$102K | 0.02% | 238 |
|
|
2021
Q2 | – | Sell |
-548
| Closed | -$36K | – | 524 |
|
|
2021
Q1 | $36K | Sell |
548
-3,495
| -86% | -$230K | 0.01% | 314 |
|
|
2020
Q4 | $270K | Buy |
+4,043
| New | +$270K | 0.06% | 175 |
|