Doyle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,910
| Closed | -$206K | – | 214 |
|
|
2022
Q2 | $206K | Sell |
2,910
-357
| -11% | -$25.3K | 0.02% | 201 |
|
|
2022
Q1 | $236K | Sell |
3,267
-400
| -11% | -$28.9K | 0.02% | 219 |
|
|
2021
Q4 | $248K | Buy |
3,667
+357
| +11% | +$24.1K | 0.02% | 204 |
|
|
2021
Q3 | $207K | Hold |
3,310
| – | – | 0.02% | 216 |
|
|
2021
Q2 | $218K | Hold |
3,310
| – | – | 0.02% | 208 |
|
|
2021
Q1 | $220K | Hold |
3,310
| – | – | 0.02% | 201 |
|
|
2020
Q4 | $221K | Hold |
3,310
| – | – | 0.02% | 194 |
|
|
2020
Q3 | $228K | Hold |
3,310
| – | – | 0.03% | 168 |
|
|
2020
Q2 | $207K | Buy |
+3,310
| New | +$207K | 0.03% | 172 |
|
|
2019
Q3 | – | Sell |
-2,910
| Closed | -$173K | – | 777 |
|
|
2019
Q2 | $173K | Buy |
+2,910
| New | +$173K | 0.02% | 205 |
|
|
2019
Q1 | – | Sell |
-2,130
| Closed | -$105K | – | 768 |
|
|
2018
Q4 | $105K | Buy |
+2,130
| New | +$105K | 0.02% | 242 |
|