TRADITION WEALTH MANAGEMENT, LLC – Xcel Energy Inc. Transaction History
TRADITION WEALTH MANAGEMENT, LLC portfolio value:
$725,000
portfolio value
TRADITION 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 | Increase | +0.25% | 28 shares | -75K | $64 | 11.32K |
| Q2 2022 | share | Increase | +3.39% | 371 shares | 11K | $70.76 | 11.30K |
| Q1 2022 | share | Increase | +0.31% | 34 shares | 51K | $72.17 | 10.93K |
| Q4 2021 | share | Increase | +7.73% | 782 shares | 106K | $68.23 | 10.89K |
| Q3 2021 | share | Increase | +0.24% | 24 shares | -33K | $62.5 | 10.11K |
| Q2 2021 | share | Increase | +0.23% | 23 shares | -5K | $65.43 | 10.09K |
| Q1 2021 | share | Increase | +3.50% | 340 shares | 21K | $65.62 | 10.06K |
| Q4 2020 | share | Increase | 0.00% | 9.72K shares | 649K | $65.29 | 9.72K |