ICA Group 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 | $54.4K | Sell |
1,019
-10,355
| -91% | -$553K | 0.03% | 234 |
|
|
2024
Q1 | $611K | Buy |
11,374
+1,345
| +13% | +$72.3K | 0.12% | 150 |
|
|
2023
Q4 | $621K | Buy |
10,029
+1,416
| +16% | +$87.7K | 0.14% | 133 |
|
|
2023
Q3 | $493K | Buy |
8,613
+14
| +0.2% | +$801 | 0.14% | 140 |
|
|
2023
Q2 | $535K | Sell |
8,599
-12,142
| -59% | -$755K | 0.13% | 129 |
|
|
2023
Q1 | $1.4M | Sell |
20,741
-357
| -2% | -$24.1K | 0.33% | 70 |
|
|
2022
Q4 | $1.48M | Sell |
21,098
-12,237
| -37% | -$858K | 0.35% | 73 |
|
|
2022
Q3 | $2.13M | Buy |
33,335
+620
| +2% | +$39.7K | 0.45% | 54 |
|
|
2022
Q2 | $2.52M | Sell |
32,715
-499
| -2% | -$38.4K | 0.47% | 50 |
|
|
2022
Q1 | $2.48M | Buy |
+33,214
| New | +$2.48M | 0.47% | 51 |
|