McClarren Financial 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
Q3 | – | Sell |
-3,386
| Closed | -$210K | – | 411 |
|
|
2023
Q2 | $210K | Buy |
3,386
+25
| +0.7% | +$1.55K | 0.17% | 63 |
|
|
2023
Q1 | $226K | Buy |
3,361
+24
| +0.7% | +$1.61K | 0.21% | 61 |
|
|
2022
Q4 | $233K | Buy |
3,337
+27
| +0.8% | +$1.89K | 0.22% | 61 |
|
|
2022
Q3 | $211K | Buy |
3,310
+23
| +0.7% | +$1.47K | 0.21% | 61 |
|
|
2022
Q2 | $232K | Buy |
3,287
+21
| +0.6% | +$1.48K | 0.74% | 27 |
|
|
2022
Q1 | $235K | Buy |
3,266
+21
| +0.6% | +$1.51K | 0.17% | 56 |
|
|
2021
Q4 | $220K | Buy |
3,245
+24
| +0.7% | +$1.63K | 0.15% | 61 |
|
|
2021
Q3 | $201K | Buy |
3,221
+21
| +0.7% | +$1.31K | 0.16% | 53 |
|
|
2021
Q2 | $210K | Sell |
3,200
-45
| -1% | -$2.95K | 0.17% | 49 |
|
|
2021
Q1 | $216K | Buy |
3,245
+21
| +0.7% | +$1.4K | 0.19% | 47 |
|
|
2020
Q4 | $214K | Buy |
+3,224
| New | +$214K | 0.21% | 43 |
|