McClarren Financial Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $210K | Buy |
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|
2023
Q1 | $226K | Buy |
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|
2022
Q4 | $233K | Buy |
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|
2022
Q3 | $211K | Buy |
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|
2022
Q2 | $232K | Buy |
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|
2022
Q1 | $235K | Buy |
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|
2021
Q4 | $220K | Buy |
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|
2021
Q3 | $201K | Buy |
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|
2021
Q2 | $210K | Sell |
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|
2021
Q1 | $216K | Buy |
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|
2020
Q4 | $214K | Buy |
|