InterOcean Capital Group’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$242K Buy
+4,499
New +$242K 0.01% 424
2023
Q4
Sell
-4,409
Closed -$252K 487
2023
Q3
$252K Sell
4,409
-43
-1% -$2.46K 0.01% 376
2023
Q2
$277K Buy
+4,452
New +$277K 0.01% 366