AIS
Accurate Investment Solutions’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-97
| Closed | -$6K | – | 408 |
|
|
2020
Q1 | $6K | Hold |
97
| – | – | ﹤0.01% | 335 |
|
|
2019
Q4 | $6K | Buy |
97
+1
| +1% | +$62 | ﹤0.01% | 333 |
|
|
2019
Q3 | $6K | Buy |
96
+1
| +1% | +$63 | ﹤0.01% | 266 |
|
|
2019
Q2 | $6K | Hold |
95
| – | – | ﹤0.01% | 262 |
|
|
2019
Q1 | $5K | Buy |
95
+1
| +1% | +$53 | ﹤0.01% | 274 |
|
|
2018
Q4 | $5K | Buy |
94
+1
| +1% | +$53 | ﹤0.01% | 242 |
|
|
2018
Q3 | $4K | Buy |
93
+1
| +1% | +$43 | ﹤0.01% | 297 |
|
|
2018
Q2 | $4K | Hold |
92
| – | – | ﹤0.01% | 366 |
|
|
2018
Q1 | $4K | Buy |
92
+1
| +1% | +$43 | ﹤0.01% | 354 |
|
|
2017
Q4 | $4K | Sell |
91
-351
| -79% | -$15.4K | ﹤0.01% | 349 |
|
|
2017
Q3 | $21K | Buy |
442
+3
| +0.7% | +$143 | 0.02% | 204 |
|
|
2017
Q2 | $20K | Buy |
439
+4
| +0.9% | +$182 | 0.02% | 183 |
|
|
2017
Q1 | $19K | Buy |
435
+3
| +0.7% | +$131 | 0.02% | 170 |
|
|
2016
Q4 | $18K | Buy |
432
+4
| +0.9% | +$167 | 0.02% | 182 |
|
|
2016
Q3 | $18K | Buy |
428
+3
| +0.7% | +$126 | 0.02% | 174 |
|
|
2016
Q2 | $19K | Buy |
425
+4
| +1% | +$179 | 0.02% | 165 |
|
|
2016
Q1 | $18K | Sell |
421
-738
| -64% | -$31.6K | 0.02% | 231 |
|
|
2015
Q4 | $42K | Buy |
+1,159
| New | +$42K | 0.04% | 127 |
|