Evoke Wealth’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,863
| Closed | -$202K | – | 379 |
|
|
2022
Q4 | $202K | Buy |
2,863
+1,741
| +155% | +$123K | 0.01% | 336 |
|
|
2022
Q3 | $72K | Hold |
1,122
| – | – | ﹤0.01% | 469 |
|
|
2022
Q2 | $80K | Hold |
1,122
| – | – | ﹤0.01% | 441 |
|
|
2022
Q1 | $82K | Buy |
1,122
+56
| +5% | +$4.09K | ﹤0.01% | 454 |
|
|
2021
Q4 | $73K | Buy |
1,066
+6
| +0.6% | +$411 | ﹤0.01% | 486 |
|
|
2021
Q3 | $66K | Sell |
1,060
-30
| -3% | -$1.87K | ﹤0.01% | 477 |
|
|
2021
Q2 | $72K | Buy |
1,090
+27
| +3% | +$1.78K | ﹤0.01% | 484 |
|
|
2021
Q1 | $71K | Hold |
1,063
| – | – | ﹤0.01% | 414 |
|
|
2020
Q4 | $71K | Hold |
1,063
| – | – | ﹤0.01% | 330 |
|
|
2020
Q3 | $74K | Sell |
1,063
-1,063
| -50% | -$74K | 0.01% | 317 |
|
|
2020
Q2 | $134K | Buy |
2,126
+1,060
| +99% | +$66.8K | 0.01% | 239 |
|
|
2020
Q1 | $64.7K | Sell |
1,066
-77
| -7% | -$4.68K | 0.01% | 313 |
|
|
2019
Q4 | $73K | Hold |
1,143
| – | – | 0.01% | 353 |
|
|
2019
Q3 | $74.6K | Buy |
+1,143
| New | +$74.6K | 0.01% | 414 |
|