MCKINLEY CARTER WEALTH SERVICES, INC. – Xcel Energy Inc. Transaction History
MCKINLEY CARTER WEALTH SERVICES, INC. portfolio value:
$263,000
portfolio value
MCKINLEY CARTER WEALTH SERVICES, INC. quarter portfolio value change:
-9.55%
quarter
Xcel Energy Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.24% | -10 shares | -28K | $64 | 4.10K |
| Q2 2022 | share | Increase | +2.64% | 106 shares | 2K | $70.76 | 4.11K |
| Q1 2022 | share | Decrease | -5.02% | -212 shares | 3K | $72.17 | 4.00K |
| Q4 2021 | share | Increase | +5.29% | 212 shares | 35K | $68.23 | 4.22K |
| Q3 2021 | share | 0.00% | 0 shares | -13K | $62.5 | 4.00K | |
| Q2 2021 | share | Decrease | -0.50% | -20 shares | -4K | $65.43 | 4.00K |
| Q1 2021 | share | Decrease | -17.66% | -864 shares | -58K | $65.62 | 4.02K |
| Q4 2020 | share | 0.00% | 0 shares | -12K | $65.29 | 4.89K | |
| Q3 2020 | share | 0.00% | 0 shares | 32K | $67.14 | 4.89K | |
| Q2 2020 | share | 0.00% | 0 shares | 11K | $60.43 | 4.89K | |
| Q1 2020 | share | 0.00% | 0 shares | -16K | $57.92 | 4.89K | |
| Q4 2019 | share | 0.00% | 0 shares | -7K | $60.55 | 4.89K | |
| Q3 2019 | share | Decrease | -0.45% | -22 shares | 26K | $61.49 | 4.89K |
| Q2 2019 | share | Increase | +0.45% | 22 shares | 17K | $56.02 | 4.91K |
| Q1 2019 | share | 0.00% | 0 shares | 34K | $52.57 | 4.89K | |
| Q4 2018 | share | 0.00% | 0 shares | 10K | $45.75 | 4.89K | |
| Q3 2018 | share | 0.00% | 0 shares | 7K | $43.5 | 4.89K | |
| Q2 2018 | share | 0.00% | 0 shares | 1K | $41.77 | 4.89K | |
| Q1 2018 | share | Increase | 0.00% | 4.89K shares | 223K | $41.22 | 4.89K |