GYL Financial Synergies’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1M | Buy |
15,314
+549
| +4% | +$35.9K | 0.08% | 187 |
|
|
2024
Q2 | $789K | Sell |
14,765
-2,574
| -15% | -$137K | 0.06% | 199 |
|
|
2024
Q1 | $932K | Sell |
17,339
-2,720
| -14% | -$146K | 0.07% | 188 |
|
|
2023
Q4 | $1.24M | Buy |
20,059
+231
| +1% | +$14.3K | 0.1% | 168 |
|
|
2023
Q3 | $1.13M | Sell |
19,828
-292
| -1% | -$16.7K | 0.11% | 166 |
|
|
2023
Q2 | $1.25M | Buy |
+20,120
| New | +$1.25M | 0.11% | 159 |
|