Steward Financial Group’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 1067 |
|
|
2023
Q2 | – | Sell |
-101
| Closed | -$6K | – | 1018 |
|
|
2023
Q1 | $6K | Buy |
101
+59
| +140% | +$3.51K | ﹤0.01% | 292 |
|
|
2022
Q4 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 353 |
|
|
2022
Q3 | – | Sell |
-25
| Closed | -$1K | – | 1354 |
|
|
2022
Q2 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 906 |
|