Financial Synergies Wealth Advisors’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 |
-15
| Closed | -$1.05K | – | 562 |
|
|
2023
Q4 | $1.05K | Buy |
+15
| New | +$1.05K | ﹤0.01% | 318 |
|
|
2023
Q2 | – | Sell |
-15
| Closed | -$1.01K | – | 540 |
|
|
2023
Q1 | $1.01K | Hold |
15
| – | – | ﹤0.01% | 373 |
|
|
2022
Q4 | $1.05K | Hold |
15
| – | – | ﹤0.01% | 318 |
|
|
2022
Q3 | $960 | Hold |
15
| – | – | ﹤0.01% | 302 |
|
|
2022
Q2 | $1.06K | Buy |
+15
| New | +$1.06K | ﹤0.01% | 302 |
|