SeaCrest 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,139
| Closed | -$151K | – | 1547 |
|
|
2022
Q2 | $151K | Buy |
+2,139
| New | +$151K | 0.02% | 709 |
|
|
2019
Q2 | – | Sell |
-1,791
| Closed | -$101K | – | 1869 |
|
|
2019
Q1 | $101K | Hold |
1,791
| – | – | 0.02% | 687 |
|
|
2018
Q4 | $88K | Buy |
1,791
+101
| +6% | +$4.96K | 0.02% | 705 |
|
|
2018
Q3 | $80K | Buy |
1,690
+11
| +0.7% | +$521 | 0.01% | 831 |
|
|
2018
Q2 | $77K | Hold |
1,679
| – | – | 0.01% | 820 |
|
|
2018
Q1 | $76K | Sell |
1,679
-500
| -23% | -$22.6K | 0.01% | 794 |
|
|
2017
Q4 | $105K | Buy |
+2,179
| New | +$105K | 0.02% | 699 |
|