Wealthcare Advisory Partners’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,942
| Closed | -$350K | – | 633 |
|
|
2022
Q2 | $350K | Sell |
4,942
-175
| -3% | -$12.4K | 0.02% | 394 |
|
|
2022
Q1 | $369K | Sell |
5,117
-50
| -1% | -$3.61K | 0.02% | 368 |
|
|
2021
Q4 | $350K | Buy |
5,167
+542
| +12% | +$36.7K | 0.02% | 405 |
|
|
2021
Q3 | $289K | Buy |
+4,625
| New | +$289K | 0.02% | 425 |
|
|
2021
Q2 | – | Sell |
-1,016
| Closed | -$68K | – | 1892 |
|
|
2021
Q1 | $68K | Buy |
+1,016
| New | +$68K | ﹤0.01% | 792 |
|
|
2020
Q2 | – | Sell |
-419
| Closed | -$25K | – | 1377 |
|
|
2020
Q1 | $25K | Buy |
419
+23
| +6% | +$1.37K | ﹤0.01% | 682 |
|
|
2019
Q4 | $25K | Buy |
396
+2
| +0.5% | +$126 | ﹤0.01% | 710 |
|
|
2019
Q3 | $26K | Sell |
394
-117
| -23% | -$7.72K | ﹤0.01% | 683 |
|
|
2019
Q2 | $30K | Buy |
511
+3
| +0.6% | +$176 | ﹤0.01% | 627 |
|
|
2019
Q1 | $29K | Buy |
508
+3
| +0.6% | +$171 | ﹤0.01% | 577 |
|
|
2018
Q4 | $25K | Buy |
505
+3
| +0.6% | +$149 | ﹤0.01% | 587 |
|
|
2018
Q3 | $24K | Buy |
502
+3
| +0.6% | +$143 | ﹤0.01% | 631 |
|
|
2018
Q2 | $23K | Sell |
499
-24
| -5% | -$1.11K | ﹤0.01% | 644 |
|
|
2018
Q1 | $24K | Sell |
523
-213
| -29% | -$9.77K | 0.01% | 552 |
|
|
2017
Q4 | $35K | Buy |
736
+35
| +5% | +$1.66K | 0.01% | 436 |
|
|
2017
Q3 | $33K | Buy |
+701
| New | +$33K | 0.01% | 360 |
|