Ten Capital Wealth Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-800
| Closed | -$54K | – | 565 |
|
|
2023
Q1 | $54K | Hold |
800
| – | – | 0.02% | 214 |
|
|
2022
Q4 | $56.1K | Hold |
800
| – | – | 0.02% | 170 |
|
|
2022
Q3 | $51K | Hold |
800
| – | – | 0.02% | 154 |
|
|
2022
Q2 | $57K | Hold |
800
| – | – | 0.02% | 145 |
|
|
2022
Q1 | $58K | Hold |
800
| – | – | 0.02% | 140 |
|
|
2021
Q4 | $54K | Sell |
800
-172
| -18% | -$11.6K | 0.02% | 128 |
|
|
2021
Q3 | $61K | Buy |
+972
| New | +$61K | 0.03% | 121 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 562 |
|