Kingswood Wealth Advisors’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 |
-6,130
| Closed | -$400K | – | 905 |
|
|
2024
Q3 | $400K | Buy |
6,130
+219
| +4% | +$14.3K | 0.03% | 516 |
|
|
2024
Q2 | $316K | Buy |
5,911
+336
| +6% | +$17.9K | 0.03% | 504 |
|
|
2024
Q1 | $300K | Sell |
5,575
-6,477
| -54% | -$348K | 0.03% | 481 |
|
|
2023
Q4 | $746K | Buy |
12,052
+842
| +8% | +$52.1K | 0.08% | 253 |
|
|
2023
Q3 | $641K | Buy |
+11,210
| New | +$641K | 0.11% | 202 |
|