Horizons Wealth Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-89
| Closed | -$5.51K | – | 185 |
|
|
2024
Q1 | $5.51K | Hold |
89
| – | – | ﹤0.01% | 150 |
|
|
2023
Q4 | $5.51K | Hold |
89
| – | – | ﹤0.01% | 150 |
|
|
2023
Q3 | $5.09K | Hold |
89
| – | – | ﹤0.01% | 148 |
|
|
2023
Q2 | $5.53K | Buy |
89
+41
| +85% | +$2.55K | ﹤0.01% | 169 |
|
|
2023
Q1 | $3.24K | Hold |
48
| – | – | ﹤0.01% | 151 |
|
|
2022
Q4 | $3K | Hold |
48
| – | – | ﹤0.01% | 159 |
|
|
2022
Q3 | $3K | Hold |
48
| – | – | ﹤0.01% | 154 |
|
|
2022
Q2 | $4K | Buy |
+48
| New | +$4K | ﹤0.01% | 148 |
|