VA
Valmark Advisers’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,128
| Closed | -$226K | – | 441 |
|
|
2022
Q1 | $226K | Buy |
+3,128
| New | +$226K | ﹤0.01% | 403 |
|
|
2021
Q3 | – | Sell |
-5,736
| Closed | -$378K | – | 407 |
|
|
2021
Q2 | $378K | Buy |
5,736
+652
| +13% | +$43K | 0.01% | 299 |
|
|
2021
Q1 | $338K | Buy |
5,084
+57
| +1% | +$3.79K | 0.01% | 306 |
|
|
2020
Q4 | $335K | Buy |
+5,027
| New | +$335K | 0.01% | 284 |
|