SOA WEALTH ADVISORS, LLC. – Xcel Energy Inc. Transaction History
SOA WEALTH ADVISORS, LLC. portfolio value:
$76,000
portfolio value
SOA WEALTH ADVISORS, 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 | +0.34% | 4 shares | -8K | $64 | 1.19K |
| Q2 2022 | share | Increase | +0.25% | 3 shares | -1K | $70.76 | 1.19K |
| Q1 2022 | share | Increase | +0.25% | 3 shares | 5K | $72.17 | 1.18K |
| Q4 2021 | share | Decrease | -19.48% | -287 shares | -12K | $68.23 | 1.18K |
| Q3 2021 | share | Increase | +0.20% | 3 shares | -4K | $62.5 | 1.47K |
| Q2 2021 | share | Increase | +0.20% | 3 shares | -1K | $65.43 | 1.47K |
| Q1 2021 | share | Increase | +51.71% | 500 shares | 37K | $65.62 | 1.46K |
| Q4 2020 | share | Increase | 0.00% | 967 shares | 60K | $65.29 | 967 |