Focused Wealth Management’s Xcel Energy XEL Stock Holding History

Focused Wealth Management’s Portfolio XEL Stock Details XEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-50	Closed	-$3.1K	–	936
2023 Q4	$3.1K	Hold	50	–	–	﹤0.01%	703
2023 Q3	$2.86K	Hold	50	–	–	﹤0.01%	704
2023 Q2	$3.11K	Sell	50 -831	-94%	-$51.7K	﹤0.01%	707
2023 Q1	$59.4K	Buy	881 +831	+1,662%	+$56K	0.01%	283
2022 Q4	$3.51K	Hold	50	–	–	﹤0.01%	689
2022 Q3	$3K	Hold	50	–	–	﹤0.01%	703
2022 Q2	$4K	Hold	50	–	–	﹤0.01%	641
2022 Q1	$4K	Hold	50	–	–	﹤0.01%	681
2021 Q4	$3K	Hold	50	–	–	﹤0.01%	737
2021 Q3	$3K	Hold	50	–	–	﹤0.01%	731
2021 Q2	$3K	Hold	50	–	–	﹤0.01%	740
2021 Q1	$3K	Hold	50	–	–	﹤0.01%	722
2020 Q4	$3K	Hold	50	–	–	﹤0.01%	678
2020 Q3	$3K	Hold	50	–	–	﹤0.01%	637
2020 Q2	$3K	Hold	50	–	–	﹤0.01%	611
2020 Q1	$3K	Hold	50	–	–	﹤0.01%	567
2019 Q4	$3K	Hold	50	–	–	﹤0.01%	604
2019 Q3	$3K	Hold	50	–	–	﹤0.01%	597
2019 Q2	$3K	Hold	50	–	–	﹤0.01%	622
2019 Q1	$3K	Hold	50	–	–	﹤0.01%	586
2018 Q4	$2K	Hold	50	–	–	﹤0.01%	606
2018 Q3	$2K	Hold	50	–	–	﹤0.01%	567
2018 Q2	$2K	Hold	50	–	–	﹤0.01%	570
2018 Q1	$2K	Hold	50	–	–	﹤0.01%	611
2017 Q4	$2K	Sell	50 -50	-50%	-$2K	﹤0.01%	609
2017 Q3	$5K	Buy	100 +50	+100%	+$2.5K	﹤0.01%	506
2017 Q2	$2K	Hold	50	–	–	﹤0.01%	630
2017 Q1	$2K	Hold	50	–	–	﹤0.01%	617
2016 Q4	$2K	Sell	50 -3,500	-99%	-$140K	﹤0.01%	618
2016 Q3	$146K	Buy	3,550 +3,500	+7,000%	+$144K	0.06%	181
2016 Q2	$2K	Hold	50	–	–	﹤0.01%	599
2016 Q1	$2K	Hold	50	–	–	﹤0.01%	570
2015 Q4	$2K	Hold	50	–	–	﹤0.01%	592
2015 Q3	$2K	Hold	50	–	–	﹤0.01%	597
2015 Q2	$2K	Hold	50	–	–	﹤0.01%	591
2015 Q1	$2K	Hold	50	–	–	﹤0.01%	610
2014 Q4	$2K	Hold	50	–	–	﹤0.01%	595
2014 Q3	$2K	Hold	50	–	–	﹤0.01%	603
2014 Q2	$2K	Hold	50	–	–	﹤0.01%	606
2014 Q1	$2K	Hold	50	–	–	﹤0.01%	569
2013 Q4	$1K	Sell	50 -50	-50%	-$1K	﹤0.01%	595
2013 Q3	$3K	Buy	+100	New	+$3K	﹤0.01%	493