Independent Solutions 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,907
| Closed | -$305K | – | 229 |
|
|
2023
Q2 | $305K | Sell |
4,907
-1,296
| -21% | -$80.6K | 0.08% | 165 |
|
|
2023
Q1 | $418K | Sell |
6,203
-645
| -9% | -$43.5K | 0.12% | 130 |
|
|
2022
Q4 | $480K | Sell |
6,848
-86
| -1% | -$6.03K | 0.15% | 126 |
|
|
2022
Q3 | $444K | Buy |
6,934
+2,000
| +41% | +$128K | 0.15% | 124 |
|
|
2022
Q2 | $349K | Buy |
+4,934
| New | +$349K | 0.11% | 144 |
|