Seven Springs Wealth Group’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 |
-6,967
| Closed | -$493K | – | 68 |
|
|
2022
Q2 | $493K | Hold |
6,967
| – | – | 0.25% | 41 |
|
|
2022
Q1 | $503K | Hold |
6,967
| – | – | 0.24% | 40 |
|
|
2021
Q4 | $472K | Sell |
6,967
-1,333
| -16% | -$90.3K | 0.22% | 43 |
|
|
2021
Q3 | $519K | Hold |
8,300
| – | – | 0.25% | 37 |
|
|
2021
Q2 | $547K | Buy |
+8,300
| New | +$547K | 0.24% | 41 |
|
|
2021
Q1 | – | Sell |
-40
| Closed | -$3K | – | 258 |
|
|
2020
Q4 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 157 |
|