Janiczek 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 | $23.1K | Sell |
432
-189
| -30% | -$10.1K | ﹤0.01% | 533 |
|
|
2024
Q1 | $33.4K | Sell |
621
-116
| -16% | -$6.24K | 0.01% | 477 |
|
|
2023
Q4 | $45.7K | Sell |
737
-367
| -33% | -$22.8K | 0.01% | 400 |
|
|
2023
Q3 | $63.2K | Buy |
1,104
+689
| +166% | +$39.4K | 0.02% | 331 |
|
|
2023
Q2 | $25.8K | Hold |
415
| – | – | 0.01% | 422 |
|
|
2023
Q1 | $29.2K | Buy |
415
+74
| +22% | +$5.21K | 0.01% | 390 |
|
|
2022
Q4 | $24.5K | Sell |
341
-67
| -16% | -$4.82K | 0.01% | 424 |
|
|
2022
Q3 | $25K | Buy |
408
+46
| +13% | +$2.82K | 0.01% | 421 |
|
|
2022
Q2 | $26K | Buy |
362
+67
| +23% | +$4.81K | 0.01% | 435 |
|
|
2022
Q1 | $21K | Hold |
295
| – | – | 0.01% | 447 |
|
|
2021
Q4 | $20K | Buy |
295
+13
| +5% | +$881 | 0.01% | 486 |
|
|
2021
Q3 | $18K | Hold |
282
| – | – | 0.01% | 477 |
|
|
2021
Q2 | $19K | Hold |
282
| – | – | 0.01% | 445 |
|
|
2021
Q1 | $19K | Sell |
282
-18
| -6% | -$1.21K | 0.01% | 414 |
|
|
2020
Q4 | $20K | Buy |
300
+20
| +7% | +$1.33K | 0.01% | 355 |
|
|
2020
Q3 | $19K | Buy |
280
+15
| +6% | +$1.02K | 0.01% | 161 |
|
|
2020
Q2 | $17K | Hold |
265
| – | – | 0.01% | 122 |
|
|
2020
Q1 | $16K | Sell |
265
-165
| -38% | -$9.96K | 0.01% | 93 |
|
|
2019
Q4 | $27K | Hold |
430
| – | – | 0.01% | 87 |
|
|
2019
Q3 | $28K | Buy |
+430
| New | +$28K | 0.01% | 86 |
|