Walled Lake Planning & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-282
| Closed | -$18K | – | 315 |
|
|
2021
Q3 | $18K | Hold |
282
| – | – | 0.01% | 230 |
|
|
2021
Q2 | $19K | Hold |
282
| – | – | 0.01% | 210 |
|
|
2021
Q1 | $19K | Hold |
282
| – | – | 0.01% | 201 |
|
|
2020
Q4 | $19K | Hold |
282
| – | – | 0.01% | 183 |
|
|
2020
Q3 | $19K | Hold |
282
| – | – | 0.02% | 176 |
|
|
2020
Q2 | $18K | Hold |
282
| – | – | 0.02% | 164 |
|
|
2020
Q1 | $17K | Hold |
282
| – | – | 0.02% | 150 |
|
|
2019
Q4 | $18K | Buy |
+282
| New | +$18K | 0.01% | 166 |
|