GW & Wade’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $230K | Sell |
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|
2023
Q3 | $241K | Buy |
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|
2023
Q2 | $243K | Buy |
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|
2023
Q1 | $262K | Sell |
|
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|
2022
Q4 | $273K | Sell |
|
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|
2022
Q3 | $272K | Buy |
|
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|
2022
Q2 | $290K | Buy |
|
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|
2022
Q1 | $295K | Buy |
|
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|
2021
Q4 | $277K | Buy |
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|
2021
Q3 | $255K | Buy |
|
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|
2021
Q2 | $242K | Buy |
|
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|
2021
Q1 | $244K | Buy |
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|
2020
Q4 | $245K | Buy |
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|
2020
Q3 | $253K | Buy |
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|
2020
Q2 | $229K | Buy |
|
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|
2020
Q1 | $209K | Buy |
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|
2019
Q4 | $220K | Sell |
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|
2019
Q3 | $238K | Buy |
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|
2019
Q2 | $209K | Buy |
|