Garde Capital’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,400
| Closed | -$460K | – | 284 |
|
|
2023
Q2 | $460K | Buy |
7,400
+5,378
| +266% | +$334K | 0.04% | 148 |
|
|
2023
Q1 | $136K | Sell |
2,022
-78
| -4% | -$5.25K | 0.01% | 217 |
|
|
2022
Q4 | $147K | Sell |
2,100
-44
| -2% | -$3.08K | 0.02% | 204 |
|
|
2022
Q3 | $137K | Hold |
2,144
| – | – | 0.02% | 207 |
|
|
2022
Q2 | $152K | Hold |
2,144
| – | – | 0.02% | 215 |
|
|
2022
Q1 | $155K | Hold |
2,144
| – | – | 0.02% | 227 |
|
|
2021
Q4 | $145K | Hold |
2,144
| – | – | 0.01% | 247 |
|
|
2021
Q3 | $134K | Hold |
2,144
| – | – | 0.01% | 241 |
|
|
2021
Q2 | $141K | Sell |
2,144
-154
| -7% | -$10.1K | 0.01% | 236 |
|
|
2021
Q1 | $153K | Hold |
2,298
| – | – | 0.02% | 211 |
|
|
2020
Q4 | $153K | Buy |
+2,298
| New | +$153K | 0.02% | 206 |
|