V 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 |
-2,980
| Closed | -$201K | – | 405 |
|
|
2023
Q1 | $201K | Sell |
2,980
-242
| -8% | -$16.3K | 0.04% | 364 |
|
|
2022
Q4 | $226K | Sell |
3,222
-1,392
| -30% | -$97.6K | 0.05% | 319 |
|
|
2022
Q3 | $295K | Buy |
4,614
+36
| +0.8% | +$2.3K | 0.06% | 284 |
|
|
2022
Q2 | $324K | Sell |
4,578
-3,069
| -40% | -$217K | 0.06% | 294 |
|
|
2022
Q1 | $552K | Sell |
7,647
-78
| -1% | -$5.63K | 0.09% | 229 |
|
|
2021
Q4 | $523K | Sell |
7,725
-2,334
| -23% | -$158K | 0.08% | 244 |
|
|
2021
Q3 | $628K | Buy |
10,059
+396
| +4% | +$24.7K | 0.1% | 217 |
|
|
2021
Q2 | $636K | Buy |
9,663
+156
| +2% | +$10.3K | 0.1% | 224 |
|
|
2021
Q1 | $633K | Sell |
9,507
-7,854
| -45% | -$523K | 0.12% | 201 |
|
|
2020
Q4 | $1.16M | Buy |
17,361
+13,261
| +323% | +$885K | 0.24% | 111 |
|
|
2020
Q3 | $283K | Sell |
4,100
-22,424
| -85% | -$1.55M | 0.2% | 133 |
|
|
2020
Q2 | $1.66M | Sell |
26,524
-1,009
| -4% | -$63K | 0.43% | 53 |
|
|
2020
Q1 | $1.66M | Buy |
+27,533
| New | +$1.66M | 0.52% | 40 |
|