PFG Investments’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,643
| Closed | -$408K | – | 1066 |
|
|
2024
Q2 | $408K | Buy |
7,643
+1,184
| +18% | +$63.2K | 0.03% | 533 |
|
|
2024
Q1 | $347K | Buy |
6,459
+252
| +4% | +$13.5K | 0.02% | 679 |
|
|
2023
Q4 | $384K | Sell |
6,207
-1,999
| -24% | -$124K | 0.07% | 301 |
|
|
2023
Q3 | $470K | Buy |
+8,206
| New | +$470K | 0.09% | 237 |
|