Golden State Equity Partners’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,673
| Closed | -$175K | – | 899 |
|
|
2024
Q3 | $175K | Buy |
+2,673
| New | +$175K | 0.09% | 203 |
|
|
2023
Q4 | $220K | Buy |
+3,551
| New | +$220K | 0.05% | 331 |
|
|
2023
Q3 | – | Sell |
-3,447
| Closed | -$214K | – | 360 |
|
|
2023
Q2 | $214K | Buy |
3,447
+211
| +7% | +$13.1K | 0.06% | 339 |
|
|
2023
Q1 | $218K | Buy |
+3,236
| New | +$218K | 0.12% | 191 |
|