McKinley Carter Wealth Services’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,571
| Closed | -$221K | – | 313 |
|
|
2023
Q4 | $221K | Sell |
3,571
-512
| -13% | -$31.7K | 0.02% | 284 |
|
|
2023
Q3 | $234K | Buy |
4,083
+74
| +2% | +$4.24K | 0.02% | 272 |
|
|
2023
Q2 | $249K | Hold |
4,009
| – | – | 0.02% | 269 |
|
|
2023
Q1 | $270K | Hold |
4,009
| – | – | 0.02% | 256 |
|
|
2022
Q4 | $281K | Sell |
4,009
-96
| -2% | -$6.73K | 0.02% | 250 |
|
|
2022
Q3 | $263K | Sell |
4,105
-10
| -0.2% | -$641 | 0.02% | 244 |
|
|
2022
Q2 | $291K | Buy |
4,115
+106
| +3% | +$7.5K | 0.03% | 247 |
|
|
2022
Q1 | $289K | Sell |
4,009
-212
| -5% | -$15.3K | 0.02% | 243 |
|
|
2021
Q4 | $286K | Buy |
4,221
+212
| +5% | +$14.4K | 0.02% | 246 |
|
|
2021
Q3 | $251K | Hold |
4,009
| – | – | 0.02% | 257 |
|
|
2021
Q2 | $264K | Sell |
4,009
-20
| -0.5% | -$1.32K | 0.02% | 250 |
|
|
2021
Q1 | $268K | Sell |
4,029
-864
| -18% | -$57.5K | 0.02% | 250 |
|
|
2020
Q4 | $326K | Hold |
4,893
| – | – | 0.04% | 200 |
|
|
2020
Q3 | $338K | Hold |
4,893
| – | – | 0.08% | 111 |
|
|
2020
Q2 | $306K | Hold |
4,893
| – | – | 0.08% | 111 |
|
|
2020
Q1 | $295K | Hold |
4,893
| – | – | 0.09% | 116 |
|
|
2019
Q4 | $311K | Hold |
4,893
| – | – | 0.07% | 133 |
|
|
2019
Q3 | $318K | Sell |
4,893
-22
| -0.4% | -$1.43K | 0.08% | 132 |
|
|
2019
Q2 | $292K | Buy |
4,915
+22
| +0.4% | +$1.31K | 0.08% | 134 |
|
|
2019
Q1 | $275K | Hold |
4,893
| – | – | 0.08% | 135 |
|
|
2018
Q4 | $241K | Hold |
4,893
| – | – | 0.08% | 134 |
|
|
2018
Q3 | $231K | Hold |
4,893
| – | – | 0.07% | 148 |
|
|
2018
Q2 | $224K | Hold |
4,893
| – | – | 0.07% | 149 |
|
|
2018
Q1 | $223K | Buy |
+4,893
| New | +$223K | 0.07% | 147 |
|