Doyle Wealth Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $206K | Sell |
|
|||||
|
2022
Q1 | $236K | Sell |
|
|||||
|
2021
Q4 | $248K | Buy |
|
|||||
|
2021
Q3 | $207K | Hold |
|
|||||
|
2021
Q2 | $218K | Hold |
|
|||||
|
2021
Q1 | $220K | Hold |
|
|||||
|
2020
Q4 | $221K | Hold |
|
|||||
|
2020
Q3 | $228K | Hold |
|
|||||
|
2020
Q2 | $207K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $173K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $105K | Buy |
|