1834 Investment Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,500
| Closed | -$89K | – | 501 |
|
|
2019
Q2 | $89K | Hold |
1,500
| – | – | 0.01% | 241 |
|
|
2019
Q1 | $84K | Hold |
1,500
| – | – | 0.01% | 238 |
|
|
2018
Q4 | $74K | Hold |
1,500
| – | – | 0.01% | 240 |
|
|
2018
Q3 | $71K | Hold |
1,500
| – | – | 0.01% | 256 |
|
|
2018
Q2 | $69K | Hold |
1,500
| – | – | 0.01% | 250 |
|
|
2018
Q1 | $68K | Hold |
1,500
| – | – | 0.01% | 248 |
|
|
2017
Q4 | $72K | Buy |
+1,500
| New | +$72K | 0.01% | 264 |
|