Valley Wealth Managers’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-671
| Closed | -$41.7K | – | 404 |
|
|
2023
Q2 | $41.7K | Hold |
671
| – | – | ﹤0.01% | 214 |
|
|
2023
Q1 | $45.3K | Hold |
671
| – | – | ﹤0.01% | 223 |
|
|
2022
Q4 | $47K | Hold |
671
| – | – | ﹤0.01% | 231 |
|
|
2022
Q3 | $43K | Hold |
671
| – | – | ﹤0.01% | 251 |
|
|
2022
Q2 | $47K | Buy |
+671
| New | +$47K | ﹤0.01% | 252 |
|