DWA
Dougherty Wealth Advisers’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-15
| Closed | -$1K | – | 141 |
|
|
2022
Q3 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 135 |
|
|
2019
Q3 | – | Sell |
-500
| Closed | -$30K | – | 222 |
|
|
2019
Q2 | $30K | Buy |
+500
| New | +$30K | 0.08% | 157 |
|
|
2019
Q1 | – | Sell |
-500
| Closed | -$27K | – | 223 |
|
|
2018
Q4 | $27K | Buy |
+500
| New | +$27K | 0.09% | 145 |
|