NWAM LLC’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 |
-3,337
| Closed | -$208K | – | 555 |
|
|
2023
Q2 | $208K | Buy |
3,337
+113
| +4% | +$7.03K | 0.02% | 502 |
|
|
2023
Q1 | $217K | Buy |
3,224
+177
| +6% | +$11.9K | 0.02% | 442 |
|
|
2022
Q4 | $214K | Buy |
+3,047
| New | +$214K | 0.02% | 483 |
|
|
2022
Q3 | – | Sell |
-2,998
| Closed | -$210K | – | 542 |
|
|
2022
Q2 | $210K | Buy |
+2,998
| New | +$210K | 0.02% | 483 |
|
|
2021
Q1 | – | Sell |
-3,041
| Closed | -$203K | – | 534 |
|
|
2020
Q4 | $203K | Buy |
+3,041
| New | +$203K | 0.02% | 418 |
|