Transform Wealth’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,547
| Closed | -$256K | – | 231 |
|
|
2022
Q1 | $256K | Hold |
3,547
| – | – | 0.03% | 205 |
|
|
2021
Q4 | $240K | Sell |
3,547
-20
| -0.6% | -$1.35K | 0.03% | 204 |
|
|
2021
Q3 | $223K | Hold |
3,567
| – | – | 0.03% | 211 |
|
|
2021
Q2 | $235K | Sell |
3,567
-2,750
| -44% | -$181K | 0.03% | 212 |
|
|
2021
Q1 | $420K | Sell |
6,317
-5,440
| -46% | -$362K | 0.08% | 170 |
|
|
2020
Q4 | $784K | Buy |
11,757
+99
| +0.8% | +$6.6K | 0.16% | 114 |
|
|
2020
Q3 | $805K | Buy |
11,658
+35
| +0.3% | +$2.42K | 0.13% | 111 |
|
|
2020
Q2 | $726K | Sell |
11,623
-29
| -0.2% | -$1.81K | 0.12% | 118 |
|
|
2020
Q1 | $703K | Buy |
11,652
+487
| +4% | +$29.4K | 0.15% | 119 |
|
|
2019
Q4 | $709K | Buy |
11,165
+4,760
| +74% | +$302K | 0.11% | 136 |
|
|
2019
Q3 | $416K | Sell |
6,405
-5,775
| -47% | -$375K | 0.07% | 156 |
|
|
2019
Q2 | $724K | Buy |
+12,180
| New | +$724K | 0.11% | 156 |
|