WealthSource Partners’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
Q3 | – | Sell |
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|
2023
Q2 | $268K | Sell |
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|
2023
Q1 | $296K | Buy |
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|
2022
Q4 | $307K | Buy |
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|
2022
Q3 | $281K | Buy |
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|
2022
Q2 | $310K | Buy |
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|
2022
Q1 | $315K | Buy |
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|
2021
Q4 | $228K | Buy |
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|
2021
Q3 | $210K | Buy |
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|
2021
Q2 | $221K | Buy |
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|
2021
Q1 | $222K | Buy |
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|
2020
Q4 | $208K | Buy |
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|
2020
Q3 | $211K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $250K | Sell |
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|
2019
Q3 | $366K | Buy |
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|
2019
Q2 | $319K | Buy |
|