Lake Street Private Wealth’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 |
-4,531
| Closed | -$282K | – | 303 |
|
|
2023
Q2 | $282K | Buy |
4,531
+59
| +1% | +$3.67K | 0.05% | 234 |
|
|
2023
Q1 | $302K | Buy |
4,472
+252
| +6% | +$17K | 0.06% | 228 |
|
|
2022
Q4 | $296K | Sell |
4,220
-281
| -6% | -$19.7K | 0.06% | 226 |
|
|
2022
Q3 | $288K | Sell |
4,501
-400
| -8% | -$25.6K | 0.07% | 222 |
|
|
2022
Q2 | $347K | Buy |
4,901
+1,066
| +28% | +$75.5K | 0.07% | 210 |
|
|
2022
Q1 | $277K | Buy |
3,835
+124
| +3% | +$8.96K | 0.05% | 260 |
|
|
2021
Q4 | $251K | Buy |
+3,711
| New | +$251K | 0.04% | 282 |
|