TFO Wealth Partners’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8
| Closed | -$495 | – | 928 |
|
|
2023
Q4 | $495 | Hold |
8
| – | – | ﹤0.01% | 333 |
|
|
2023
Q3 | $497 | Buy |
+8
| New | +$497 | ﹤0.01% | 460 |
|
|
2022
Q3 | – | Sell |
-21
| Closed | -$1K | – | 508 |
|
|
2022
Q2 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 484 |
|
|
2020
Q2 | – | Sell |
-474
| Closed | -$28K | – | 161 |
|
|
2020
Q1 | $28K | Buy |
+474
| New | +$28K | 0.01% | 73 |
|