LPWM LLC’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,663
| Closed | -$248K | – | 69 |
|
|
2021
Q4 | $248K | Sell |
3,663
-300
| -8% | -$20.3K | 0.13% | 61 |
|
|
2021
Q3 | $248K | Hold |
3,963
| – | – | 0.15% | 54 |
|
|
2021
Q2 | $268K | Sell |
3,963
-300
| -7% | -$20.3K | 0.16% | 52 |
|
|
2021
Q1 | $285K | Buy |
+4,263
| New | +$285K | 0.19% | 46 |
|
|
2020
Q1 | – | Sell |
-3,553
| Closed | -$226K | – | 49 |
|
|
2019
Q4 | $226K | Buy |
+3,553
| New | +$226K | 0.21% | 42 |
|