GWP
Gateway Wealth Partners’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,413
| Closed | -$236K | – | 292 |
|
|
2024
Q2 | $236K | Buy |
4,413
+182
| +4% | +$9.72K | 0.07% | 236 |
|
|
2024
Q1 | $227K | Sell |
4,231
-1,140
| -21% | -$61.3K | 0.08% | 212 |
|
|
2023
Q4 | $333K | Sell |
5,371
-2,412
| -31% | -$149K | 0.13% | 143 |
|
|
2023
Q3 | $445K | Buy |
7,783
+115
| +1% | +$6.58K | 0.08% | 139 |
|
|
2023
Q2 | $477K | Sell |
7,668
-310
| -4% | -$19.3K | 0.09% | 131 |
|
|
2023
Q1 | $538K | Buy |
7,978
+5
| +0.1% | +$337 | 0.08% | 115 |
|
|
2022
Q4 | $559K | Buy |
+7,973
| New | +$559K | 0.1% | 97 |
|