Glassman Wealth Services’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
Q1 | – | Sell |
-717
| Closed | -$44.4K | – | 1858 |
|
|
2023
Q4 | $44.4K | Buy |
717
+171
| +31% | +$10.3K | 0.01% | 477 |
|
|
2023
Q3 | $31.2K | Sell |
546
-300
| -35% | -$18K | 0.01% | 546 |
|
|
2023
Q2 | $52.6K | Buy |
846
+14
| +2% | +$935 | 0.01% | 400 |
|
|
2023
Q1 | $56.1K | Buy |
832
+58
| +7% | +$3.91K | 0.01% | 389 |
|
|
2022
Q4 | $54.3K | Buy |
774
+112
| +17% | +$7.45K | 0.01% | 402 |
|
|
2022
Q3 | $42K | Buy |
662
+38
| +6% | +$2.77K | 0.01% | 426 |
|
|
2022
Q2 | $44K | Buy |
624
+100
| +19% | +$7.28K | 0.01% | 427 |
|
|
2022
Q1 | $38K | Buy |
524
+17
| +3% | +$1.17K | 0.01% | 474 |
|
|
2021
Q4 | $34K | Buy |
507
+67
| +15% | +$4.37K | 0.01% | 465 |
|
|
2021
Q3 | $28K | Buy |
440
+16
| +4% | +$1.08K | 0.01% | 501 |
|
|
2021
Q2 | $28K | Sell |
424
-5,005
| -92% | -$348K | 0.01% | 481 |
|
|
2021
Q1 | $361K | Buy |
5,429
+174
| +3% | +$11K | 0.08% | 99 |
|
|
2020
Q4 | $350K | Buy |
5,255
+30
| +0.6% | +$2.09K | 0.08% | 99 |
|
|
2020
Q3 | $361K | Buy |
5,225
+51
| +1% | +$3.48K | 0.1% | 85 |
|
|
2020
Q2 | $323K | Buy |
5,174
+5,107
| +7,622% | +$322K | 0.1% | 91 |
|
|
2020
Q1 | $4K | Sell |
67
-37
| -36% | -$2.41K | ﹤0.01% | 573 |
|
|
2019
Q4 | $7K | Buy |
104
+22
| +27% | +$1.38K | ﹤0.01% | 542 |
|
|
2019
Q3 | $5K | Buy |
82
+29
| +55% | +$1.81K | ﹤0.01% | 551 |
|
|
2019
Q2 | $3K | Buy |
53
+6
| +13% | +$345 | ﹤0.01% | 672 |
|
|
2019
Q1 | $3K | Buy |
47
+31
| +194% | +$1.65K | ﹤0.01% | 655 |
|
|
2018
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 710 |
|
|
2018
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 759 |
|
|
2018
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 746 |
|
|
2018
Q1 | $1K | Buy |
16
+5
| +45% | +$223 | ﹤0.01% | 686 |
|
|
2017
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 628 |
|
|
2017
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 515 |
|
|
2017
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 507 |
|
|
2017
Q1 | $0 | Hold |
11
| – | – | ﹤0.01% | 704 |
|
|
2016
Q4 | $0 | Buy |
+11
| New | +$440 | ﹤0.01% | 724 |
|
Other funds holding XEL
