Total Clarity Wealth Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-230
| Closed | -$16K | – | 986 |
|
|
2022
Q2 | $16K | Buy |
+230
| New | +$16K | 0.01% | 585 |
|
|
2022
Q1 | – | Sell |
-200
| Closed | -$14K | – | 923 |
|
|
2021
Q4 | $14K | Hold |
200
| – | – | 0.01% | 631 |
|
|
2021
Q3 | $13K | Buy |
+200
| New | +$13K | 0.01% | 624 |
|
|
2020
Q1 | – | Sell |
-893
| Closed | -$57K | – | 634 |
|
|
2019
Q4 | $57K | Buy |
+893
| New | +$57K | 0.04% | 248 |
|