XML Financial’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,993
| Closed | -$202K | – | 353 |
|
|
2023
Q1 | $202K | Sell |
2,993
-1,336
| -31% | -$90.1K | 0.02% | 312 |
|
|
2022
Q4 | $304K | Hold |
4,329
| – | – | 0.04% | 260 |
|
|
2022
Q3 | $277K | Buy |
4,329
+757
| +21% | +$48.4K | 0.04% | 260 |
|
|
2022
Q2 | $253K | Buy |
+3,572
| New | +$253K | 0.06% | 189 |
|