6 Meridian’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,418
| Closed | -$214K | – | 398 |
|
|
2020
Q2 | $214K | Sell |
3,418
-5,751
| -63% | -$360K | 0.02% | 285 |
|
|
2020
Q1 | $553K | Sell |
9,169
-48
| -0.5% | -$2.9K | 0.06% | 208 |
|
|
2019
Q4 | $585K | Buy |
9,217
+356
| +4% | +$22.6K | 0.05% | 277 |
|
|
2019
Q3 | $575K | Sell |
8,861
-697
| -7% | -$45.2K | 0.06% | 239 |
|
|
2019
Q2 | $569K | Buy |
9,558
+167
| +2% | +$9.94K | 0.06% | 216 |
|
|
2019
Q1 | $528K | Sell |
9,391
-1,040
| -10% | -$58.5K | 0.05% | 228 |
|
|
2018
Q4 | $514K | Sell |
10,431
-115
| -1% | -$5.67K | 0.06% | 214 |
|
|
2018
Q3 | $498K | Buy |
10,546
+311
| +3% | +$14.7K | 0.05% | 297 |
|
|
2018
Q2 | $468K | Sell |
10,235
-242
| -2% | -$11.1K | 0.05% | 297 |
|
|
2018
Q1 | $476K | Buy |
10,477
+1,223
| +13% | +$55.6K | 0.05% | 250 |
|
|
2017
Q4 | $445K | Buy |
+9,254
| New | +$445K | 0.05% | 305 |
|