Jamison Private 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
Q4 | – | Sell |
-65
| Closed | -$4.25K | – | 489 |
|
|
2024
Q3 | $4.25K | Hold |
65
| – | – | ﹤0.01% | 388 |
|
|
2024
Q2 | $3.47K | Hold |
65
| – | – | ﹤0.01% | 370 |
|
|
2024
Q1 | $3.49K | Hold |
65
| – | – | ﹤0.01% | 378 |
|
|
2023
Q4 | $4.03K | Hold |
65
| – | – | ﹤0.01% | 351 |
|
|
2023
Q3 | $3.72K | Buy |
+65
| New | +$3.72K | ﹤0.01% | 344 |
|