Soltis Investment Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,104
| Closed | -$327K | – | 266 |
|
|
2022
Q3 | $327K | Hold |
5,104
| – | – | 0.05% | 181 |
|
|
2022
Q2 | $361K | Buy |
5,104
+703
| +16% | +$49.7K | 0.05% | 181 |
|
|
2022
Q1 | $318K | Buy |
4,401
+27
| +0.6% | +$1.95K | 0.04% | 199 |
|
|
2021
Q4 | $296K | Buy |
4,374
+13
| +0.3% | +$880 | 0.04% | 207 |
|
|
2021
Q3 | $273K | Hold |
4,361
| – | – | 0.04% | 207 |
|
|
2021
Q2 | $287K | Buy |
+4,361
| New | +$287K | 0.05% | 204 |
|