SWA
Sutton Wealth Advisors’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $20.1K | Buy |
352
+77
| +28% | +$4.41K | 0.01% | 358 |
|
|
2023
Q2 | $17.1K | Sell |
275
-7
| -2% | -$435 | 0.01% | 366 |
|
|
2023
Q1 | $19K | Sell |
282
-27
| -9% | -$1.82K | 0.01% | 319 |
|
|
2022
Q4 | $21.7K | Sell |
309
-27
| -8% | -$1.89K | 0.01% | 663 |
|
|
2022
Q3 | $21.5K | Buy |
336
+11
| +3% | +$704 | 0.01% | 637 |
|
|
2022
Q2 | $23K | Buy |
325
+14
| +5% | +$991 | 0.01% | 622 |
|
|
2022
Q1 | $22.4K | Buy |
311
+21
| +7% | +$1.52K | 0.01% | 676 |
|
|
2021
Q4 | $19.6K | Hold |
290
| – | – | 0.01% | 706 |
|
|
2021
Q3 | $18.1K | Hold |
290
| – | – | 0.01% | 723 |
|
|
2021
Q2 | $19.1K | Hold |
290
| – | – | 0.01% | 721 |
|
|
2021
Q1 | $19.3K | Buy |
290
+10
| +4% | +$665 | 0.01% | 682 |
|
|
2020
Q4 | $18.7K | Buy |
280
+12
| +4% | +$800 | 0.01% | 637 |
|
|
2020
Q3 | $18.5K | Hold |
268
| – | – | 0.01% | 568 |
|
|
2020
Q2 | $16.8K | Buy |
268
+9
| +3% | +$563 | 0.01% | 587 |
|
|
2020
Q1 | $15.6K | Buy |
259
+8
| +3% | +$482 | 0.01% | 541 |
|
|
2019
Q4 | $15.9K | Hold |
251
| – | – | 0.01% | 688 |
|
|
2019
Q3 | $16.3K | Hold |
251
| – | – | 0.01% | 647 |
|
|
2019
Q2 | $14.9K | Hold |
251
| – | – | 0.01% | 666 |
|
|
2019
Q1 | $14.1K | Hold |
251
| – | – | 0.01% | 689 |
|
|
2018
Q4 | $12.4K | Hold |
251
| – | – | 0.01% | 682 |
|
|
2018
Q3 | $11.9K | Hold |
251
| – | – | 0.01% | 754 |
|
|
2018
Q2 | $11.5K | Hold |
251
| – | – | 0.01% | 801 |
|
|
2018
Q1 | $11.4K | Hold |
251
| – | – | 0.01% | 781 |
|
|
2017
Q4 | $12.1K | Hold |
251
| – | – | 0.01% | 723 |
|
|
2017
Q3 | $11.9K | Hold |
251
| – | – | 0.01% | 724 |
|
|
2017
Q2 | $11.5K | Hold |
251
| – | – | 0.01% | 714 |
|
|
2017
Q1 | $11.2K | Hold |
251
| – | – | 0.01% | 684 |
|
|
2016
Q4 | $10.2K | Hold |
251
| – | – | 0.01% | 689 |
|
|
2016
Q3 | $10.3K | Buy |
251
+180
| +254% | +$7.41K | 0.01% | 656 |
|
|
2016
Q2 | $3.18K | Hold |
71
| – | – | ﹤0.01% | 855 |
|
|
2016
Q1 | $2.97K | Buy |
+71
| New | +$2.97K | ﹤0.01% | 845 |
|