GW & Wade’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $230K | Sell |
3,710
-497
| -12% | -$30.8K | 0.01% | 375 |
|
|
2023
Q3 | $241K | Buy |
4,207
+296
| +8% | +$17K | 0.01% | 354 |
|
|
2023
Q2 | $243K | Buy |
3,911
+25
| +0.6% | +$1.55K | 0.01% | 351 |
|
|
2023
Q1 | $262K | Sell |
3,886
-9
| -0.2% | -$607 | 0.01% | 330 |
|
|
2022
Q4 | $273K | Sell |
3,895
-359
| -8% | -$25.2K | 0.01% | 329 |
|
|
2022
Q3 | $272K | Buy |
4,254
+157
| +4% | +$10K | 0.01% | 309 |
|
|
2022
Q2 | $290K | Buy |
4,097
+4
| +0.1% | +$283 | 0.01% | 313 |
|
|
2022
Q1 | $295K | Buy |
4,093
+5
| +0.1% | +$360 | 0.01% | 316 |
|
|
2021
Q4 | $277K | Buy |
4,088
+3
| +0.1% | +$203 | 0.01% | 332 |
|
|
2021
Q3 | $255K | Buy |
4,085
+408
| +11% | +$25.5K | 0.01% | 330 |
|
|
2021
Q2 | $242K | Buy |
3,677
+2
| +0.1% | +$132 | 0.01% | 348 |
|
|
2021
Q1 | $244K | Buy |
3,675
+3
| +0.1% | +$199 | 0.01% | 312 |
|
|
2020
Q4 | $245K | Buy |
3,672
+2
| +0.1% | +$133 | 0.01% | 273 |
|
|
2020
Q3 | $253K | Buy |
3,670
+2
| +0.1% | +$138 | 0.02% | 211 |
|
|
2020
Q2 | $229K | Buy |
3,668
+202
| +6% | +$12.6K | 0.02% | 222 |
|
|
2020
Q1 | $209K | Buy |
3,466
+2
| +0.1% | +$121 | 0.02% | 204 |
|
|
2019
Q4 | $220K | Sell |
3,464
-198
| -5% | -$12.6K | 0.02% | 223 |
|
|
2019
Q3 | $238K | Buy |
3,662
+154
| +4% | +$10K | 0.02% | 206 |
|
|
2019
Q2 | $209K | Buy |
+3,508
| New | +$209K | 0.02% | 221 |
|