Disciplined Investments’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-35
| Closed | -$2.18K | – | 1581 |
|
|
2023
Q2 | $2.18K | Buy |
35
+1
| +3% | +$62 | ﹤0.01% | 632 |
|
|
2023
Q1 | $2.29K | Sell |
34
-1
| -3% | -$67 | ﹤0.01% | 618 |
|
|
2022
Q4 | $2.45K | Sell |
35
-8
| -19% | -$561 | ﹤0.01% | 558 |
|
|
2022
Q3 | $3K | Buy |
43
+5
| +13% | +$349 | ﹤0.01% | 559 |
|
|
2022
Q2 | $3K | Buy |
38
+5
| +15% | +$395 | ﹤0.01% | 585 |
|
|
2022
Q1 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 819 |
|