MinichMacGregor Wealth Management’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-150
| Closed | -$10.5K | – | 669 |
|
|
2022
Q4 | $10.5K | Buy |
+150
| New | +$10.5K | ﹤0.01% | 405 |
|
|
2018
Q4 | – | Sell |
-300
| Closed | -$14K | – | 537 |
|
|
2018
Q3 | $14K | Sell |
300
-36
| -11% | -$1.68K | 0.01% | 278 |
|
|
2018
Q2 | $15K | Hold |
336
| – | – | 0.01% | 250 |
|
|
2018
Q1 | $15K | Hold |
336
| – | – | 0.01% | 246 |
|
|
2017
Q4 | $16K | Hold |
336
| – | – | 0.01% | 233 |
|
|
2017
Q3 | $15K | Hold |
336
| – | – | 0.01% | 234 |
|
|
2017
Q2 | $15K | Hold |
336
| – | – | 0.01% | 227 |
|
|
2017
Q1 | $14K | Hold |
336
| – | – | 0.01% | 232 |
|
|
2016
Q4 | $13K | Hold |
336
| – | – | 0.01% | 229 |
|
|
2016
Q3 | $13K | Hold |
336
| – | – | 0.01% | 237 |
|
|
2016
Q2 | $15K | Hold |
336
| – | – | 0.01% | 206 |
|
|
2016
Q1 | $14K | Buy |
336
+36
| +12% | +$1.5K | 0.01% | 210 |
|
|
2015
Q4 | $10K | Buy |
+300
| New | +$10K | 0.01% | 234 |
|