Mirabella Financial 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 |
-120,690
| Closed | -$7.47M | – | 731 |
|
|
2023
Q4 | $7.47M | Buy |
120,690
+85,730
| +245% | +$5.31M | 1% | 33 |
|
|
2023
Q3 | $2M | Buy |
34,960
+22,291
| +176% | +$1.28M | 0.28% | 99 |
|
|
2023
Q2 | $788K | Buy |
+12,669
| New | +$788K | 0.09% | 233 |
|
|
2021
Q4 | – | Sell |
-4,874
| Closed | -$305K | – | 628 |
|
|
2021
Q3 | $305K | Buy |
4,874
+511
| +12% | +$32K | 0.04% | 314 |
|
|
2021
Q2 | $287K | Buy |
+4,363
| New | +$287K | 0.05% | 212 |
|