Orgel Wealth Management’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 |
-3,303
| Closed | -$204K | – | 86 |
|
|
2023
Q4 | $204K | Buy |
+3,303
| New | +$204K | 0.01% | 84 |
|
|
2023
Q1 | – | Sell |
-3,307
| Closed | -$232K | – | 78 |
|
|
2022
Q4 | $232K | Hold |
3,307
| – | – | 0.01% | 70 |
|
|
2022
Q3 | $212K | Hold |
3,307
| – | – | 0.01% | 64 |
|
|
2022
Q2 | $234K | Sell |
3,307
-200
| -6% | -$14.2K | 0.01% | 62 |
|
|
2022
Q1 | $253K | Hold |
3,507
| – | – | 0.02% | 55 |
|
|
2021
Q4 | $237K | Sell |
3,507
-36
| -1% | -$2.43K | 0.02% | 57 |
|
|
2021
Q3 | $221K | Buy |
3,543
+36
| +1% | +$2.25K | 0.03% | 56 |
|
|
2021
Q2 | $231K | Sell |
3,507
-182
| -5% | -$12K | 0.03% | 53 |
|
|
2021
Q1 | $245K | Buy |
+3,689
| New | +$245K | 0.03% | 50 |
|
|
2020
Q4 | – | Sell |
-3,235
| Closed | -$223K | – | 55 |
|
|
2020
Q3 | $223K | Buy |
+3,235
| New | +$223K | 0.06% | 53 |
|
|
2020
Q2 | – | Sell |
-5,095
| Closed | -$307K | – | 53 |
|
|
2020
Q1 | $307K | Buy |
+5,095
| New | +$307K | 0.12% | 28 |
|
|
2018
Q1 | – | Sell |
-4,364
| Closed | -$210K | – | 47 |
|
|
2017
Q4 | $210K | Sell |
4,364
-1,000
| -19% | -$48.1K | 0.05% | 44 |
|
|
2017
Q3 | $254K | Buy |
+5,364
| New | +$254K | 0.09% | 24 |
|
|
2016
Q3 | – | Sell |
-4,611
| Closed | -$206K | – | 23 |
|
|
2016
Q2 | $206K | Buy |
+4,611
| New | +$206K | 0.09% | 19 |
|