CASTLE ROCK WEALTH MANAGEMENT, LLC – Xcel Energy Inc. Transaction History
CASTLE ROCK WEALTH MANAGEMENT, LLC portfolio value:
$294,000
portfolio value
CASTLE ROCK WEALTH MANAGEMENT, LLC 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 | 0.00% | 0 shares | -48K | $64 | 4.91K | |
| Q2 2022 | share | 0.00% | 0 shares | -26K | $70.76 | 4.91K | |
| Q1 2022 | share | 0.00% | 0 shares | 33K | $72.17 | 4.91K | |
| Q4 2021 | share | 0.00% | 0 shares | 27K | $68.23 | 4.91K | |
| Q3 2021 | share | 0.00% | 0 shares | -30K | $62.5 | 4.91K | |
| Q2 2021 | share | 0.00% | 0 shares | -12K | $65.43 | 4.91K | |
| Q1 2021 | share | 0.00% | 0 shares | 32K | $65.62 | 4.91K | |
| Q4 2020 | share | Increase | 0.00% | 4.91K shares | 318K | $65.29 | 4.91K |