MARKS GROUP WEALTH MANAGEMENT, INC – Xcel Energy Inc. Transaction History
MARKS GROUP WEALTH MANAGEMENT, INC portfolio value:
$800,000
portfolio value
MARKS GROUP WEALTH MANAGEMENT, 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 | 0.00% | 0 shares | -84K | $64 | 12.49K | |
| Q2 2022 | share | Increase | +9.12% | 1.04K shares | 57K | $70.76 | 12.49K |
| Q1 2022 | share | Increase | +15.84% | 1.56K shares | 158K | $72.17 | 11.45K |
| Q4 2021 | share | Increase | +115.17% | 5.29K shares | 71K | $68.23 | 9.88K |
| Q3 2021 | share | Decrease | -5.16% | -250 shares | -31K | $62.5 | 4.59K |
| Q2 2021 | share | 0.00% | 0 shares | -4K | $65.43 | 4.84K | |
| Q1 2021 | share | 0.00% | 0 shares | -1K | $65.62 | 4.84K | |
| Q4 2020 | share | 0.00% | 0 shares | -11K | $65.29 | 4.84K | |
| Q3 2020 | share | Increase | +5.44% | 250 shares | 47K | $67.14 | 4.84K |
| Q2 2020 | share | 0.00% | 0 shares | 10K | $60.43 | 4.59K | |
| Q1 2020 | share | Decrease | -1.29% | -60 shares | -19K | $57.92 | 4.59K |
| Q4 2019 | share | Increase | 0.00% | 4.65K shares | 296K | $60.55 | 4.65K |