WealthSource Partners’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,313
| Closed | -$268K | – | 514 |
|
|
2023
Q2 | $268K | Sell |
4,313
-77
| -2% | -$4.79K | 0.02% | 429 |
|
|
2023
Q1 | $296K | Buy |
4,390
+5
| +0.1% | +$337 | 0.02% | 406 |
|
|
2022
Q4 | $307K | Buy |
4,385
+1
| +0% | +$70 | 0.02% | 391 |
|
|
2022
Q3 | $281K | Buy |
4,384
+10
| +0.2% | +$641 | 0.02% | 398 |
|
|
2022
Q2 | $310K | Buy |
4,374
+4
| +0.1% | +$283 | 0.02% | 398 |
|
|
2022
Q1 | $315K | Buy |
4,370
+1,005
| +30% | +$72.4K | 0.02% | 440 |
|
|
2021
Q4 | $228K | Buy |
3,365
+4
| +0.1% | +$271 | 0.02% | 492 |
|
|
2021
Q3 | $210K | Buy |
3,361
+5
| +0.1% | +$312 | 0.02% | 471 |
|
|
2021
Q2 | $221K | Buy |
3,356
+12
| +0.4% | +$790 | 0.02% | 426 |
|
|
2021
Q1 | $222K | Buy |
3,344
+231
| +7% | +$15.3K | 0.02% | 392 |
|
|
2020
Q4 | $208K | Buy |
3,113
+49
| +2% | +$3.27K | 0.02% | 355 |
|
|
2020
Q3 | $211K | Buy |
+3,064
| New | +$211K | 0.03% | 327 |
|
|
2020
Q1 | – | Sell |
-3,933
| Closed | -$250K | – | 443 |
|
|
2019
Q4 | $250K | Sell |
3,933
-1,708
| -30% | -$109K | 0.03% | 347 |
|
|
2019
Q3 | $366K | Buy |
5,641
+277
| +5% | +$18K | 0.05% | 290 |
|
|
2019
Q2 | $319K | Buy |
+5,364
| New | +$319K | 0.05% | 321 |
|