Dividend Assets Capital’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,460
| Closed | -$90K | – | 379 |
|
|
2023
Q4 | $90K | Hold |
1,460
| – | – | 0.02% | 213 |
|
|
2023
Q3 | $84K | Hold |
1,460
| – | – | 0.02% | 217 |
|
|
2023
Q2 | $91K | Hold |
1,460
| – | – | 0.02% | 214 |
|
|
2023
Q1 | $102K | Hold |
1,460
| – | – | 0.02% | 211 |
|
|
2022
Q4 | $102K | Hold |
1,460
| – | – | 0.02% | 211 |
|
|
2022
Q3 | $93K | Hold |
1,460
| – | – | 0.02% | 214 |
|
|
2022
Q2 | $103K | Hold |
1,460
| – | – | 0.02% | 216 |
|
|
2022
Q1 | $105K | Hold |
1,460
| – | – | 0.02% | 226 |
|
|
2021
Q4 | $99K | Hold |
1,460
| – | – | 0.02% | 228 |
|
|
2021
Q3 | $91K | Hold |
1,460
| – | – | 0.02% | 231 |
|
|
2021
Q2 | $96K | Hold |
1,460
| – | – | 0.02% | 232 |
|
|
2021
Q1 | $97K | Hold |
1,460
| – | – | 0.02% | 232 |
|
|
2020
Q4 | $97K | Buy |
+1,460
| New | +$97K | 0.02% | 226 |
|