V Wealth Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $201K | Sell |
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|
2022
Q4 | $226K | Sell |
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|
2022
Q3 | $295K | Buy |
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|
2022
Q2 | $324K | Sell |
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|
2022
Q1 | $552K | Sell |
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|
2021
Q4 | $523K | Sell |
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|
2021
Q3 | $628K | Buy |
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|
2021
Q2 | $636K | Buy |
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|
2021
Q1 | $633K | Sell |
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|
2020
Q4 | $1.16M | Buy |
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|
2020
Q3 | $283K | Sell |
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|
2020
Q2 | $1.66M | Sell |
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|
2020
Q1 | $1.66M | Buy |
|