Ledge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,983
| Closed | -$201K | – | 70 |
|
|
2023
Q1 | $201K | Hold |
2,983
| – | – | 0.1% | 66 |
|
|
2022
Q4 | $209K | Buy |
+2,983
| New | +$209K | 0.1% | 70 |
|
|
2022
Q3 | – | Sell |
-2,983
| Closed | -$211K | – | 72 |
|
|
2022
Q2 | $211K | Sell |
2,983
-100
| -3% | -$7.07K | 0.13% | 64 |
|
|
2022
Q1 | $223K | Buy |
+3,083
| New | +$223K | 0.14% | 67 |
|