First Trust Direct Indexing’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
|
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|
2024
Q3 | $870K | Buy |
|
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|
2024
Q2 | $502K | Buy |
|
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|
2024
Q1 | $425K | Sell |
|
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|
2023
Q4 | $593K | Buy |
|
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|
2023
Q3 | $359K | Sell |
|
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|
2023
Q2 | $511K | Buy |
|
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|
2023
Q1 | $464K | Sell |
|
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|
2022
Q4 | $496K | Buy |
|
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|
2022
Q3 | $444K | Buy |
|
|||||
|
2022
Q2 | $476K | Sell |
|
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|
2022
Q1 | $590K | Buy |
|
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|
2021
Q4 | $532K | Buy |
|
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|
2021
Q3 | $479K | Buy |
|
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|
2021
Q2 | $423K | Buy |
|
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|
2021
Q1 | $234K | Sell |
|
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|
2020
Q4 | $250K | Buy |
|