Tyler-Stone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-250
| Closed | -$13.4K | – | 902 |
|
|
2024
Q2 | $13.4K | Hold |
250
| – | – | 0.01% | 590 |
|
|
2024
Q1 | $13.4K | Hold |
250
| – | – | 0.01% | 585 |
|
|
2023
Q4 | $15.5K | Hold |
250
| – | – | 0.01% | 543 |
|
|
2023
Q3 | $14K | Hold |
250
| – | – | 0.01% | 543 |
|
|
2023
Q2 | $16K | Buy |
+250
| New | +$16K | 0.01% | 519 |
|
|
2022
Q4 | $18K | Hold |
250
| – | – | 0.01% | 459 |
|
|
2022
Q3 | $16K | Hold |
250
| – | – | 0.01% | 467 |
|
|
2022
Q2 | $18K | Hold |
250
| – | – | 0.01% | 468 |
|
|
2022
Q1 | $18K | Hold |
250
| – | – | 0.01% | 482 |
|
|
2021
Q4 | $17K | Buy |
+250
| New | +$17K | 0.01% | 511 |
|