LWP
Lumature Wealth Partners’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $25.6K | Hold |
412
| – | – | 0.02% | 263 |
|
|
2023
Q1 | $27.8K | Hold |
412
| – | – | 0.02% | 256 |
|
|
2022
Q4 | $28.9K | Hold |
412
| – | – | 0.02% | 247 |
|
|
2022
Q3 | $26K | Hold |
412
| – | – | 0.01% | 266 |
|
|
2022
Q2 | $29K | Sell |
412
-200
| -33% | -$14.1K | 0.01% | 263 |
|
|
2022
Q1 | $44K | Buy |
612
+205
| +50% | +$14.7K | 0.02% | 264 |
|
|
2021
Q4 | $28K | Buy |
407
+121
| +42% | +$8.32K | 0.01% | 276 |
|
|
2021
Q3 | $18K | Buy |
286
+161
| +129% | +$10.1K | 0.01% | 302 |
|
|
2021
Q2 | $8K | Buy |
125
+62
| +98% | +$3.97K | ﹤0.01% | 309 |
|
|
2021
Q1 | $4K | Buy |
+63
| New | +$4K | ﹤0.01% | 331 |
|