Peak Financial Advisors’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 |
-34,766
| Closed | -$2.16M | – | 76 |
|
|
2023
Q2 | $2.16M | Buy |
34,766
+3,805
| +12% | +$237K | 1.7% | 20 |
|
|
2023
Q1 | $2.09M | Sell |
30,961
-1,375
| -4% | -$92.7K | 1.76% | 16 |
|
|
2022
Q4 | $2.27M | Buy |
32,336
+7,855
| +32% | +$551K | 2.07% | 14 |
|
|
2022
Q3 | $1.57M | Buy |
24,481
+1,017
| +4% | +$65.1K | 1.93% | 21 |
|
|
2022
Q2 | $1.66M | Buy |
+23,464
| New | +$1.66M | 1.64% | 20 |
|