Lifeworks Advisors’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 |
-4,510
| Closed | -$304K | – | 162 |
|
|
2023
Q1 | $304K | Sell |
4,510
-150
| -3% | -$10.1K | 0.14% | 118 |
|
|
2022
Q4 | $327K | Sell |
4,660
-400
| -8% | -$28K | 0.18% | 95 |
|
|
2022
Q3 | $329K | Sell |
5,060
-752
| -13% | -$48.9K | 0.19% | 97 |
|
|
2022
Q2 | $411K | Buy |
5,812
+2,275
| +64% | +$161K | 0.26% | 93 |
|
|
2022
Q1 | $255K | Buy |
3,537
+300
| +9% | +$21.6K | 0.17% | 112 |
|
|
2021
Q4 | $219K | Buy |
+3,237
| New | +$219K | 0.17% | 106 |
|