Quantum 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,937
| Closed | -$264K | – | 196 |
|
|
2024
Q2 | $264K | Sell |
4,937
-108
| -2% | -$5.77K | 0.05% | 131 |
|
|
2024
Q1 | $271K | Buy |
5,045
+519
| +11% | +$27.9K | 0.05% | 129 |
|
|
2023
Q4 | $280K | Buy |
4,526
+84
| +2% | +$5.2K | 0.07% | 84 |
|
|
2023
Q3 | $254K | Hold |
4,442
| – | – | 0.07% | 89 |
|
|
2023
Q2 | $276K | Hold |
4,442
| – | – | 0.08% | 67 |
|
|
2023
Q1 | $300K | Hold |
4,442
| – | – | 0.09% | 64 |
|
|
2022
Q4 | $311K | Sell |
4,442
-21
| -0.5% | -$1.47K | 0.14% | 53 |
|
|
2022
Q3 | $286K | Buy |
4,463
+1
| +0% | +$64 | 0.13% | 51 |
|
|
2022
Q2 | $335K | Buy |
+4,462
| New | +$335K | 0.13% | 52 |
|