Advisor Group’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $6.38M | Sell |
100,419
-19,280
| -16% | -$1.22M | 0.04% | 343 |
|
|
2019
Q3 | $7.77M | Buy |
119,699
+9,576
| +9% | +$621K | 0.06% | 290 |
|
|
2019
Q2 | $6.55M | Buy |
110,123
+4,441
| +4% | +$264K | 0.05% | 313 |
|
|
2019
Q1 | $5.94M | Buy |
105,682
+3,493
| +3% | +$196K | 0.05% | 326 |
|
|
2018
Q4 | $5.04M | Buy |
102,189
+8,109
| +9% | +$400K | 0.05% | 313 |
|
|
2018
Q3 | $4.44M | Buy |
94,080
+7,569
| +9% | +$357K | 0.04% | 357 |
|
|
2018
Q2 | $3.95M | Sell |
86,511
-724
| -0.8% | -$33.1K | 0.05% | 312 |
|
|
2018
Q1 | $3.97M | Sell |
87,235
-8,423
| -9% | -$383K | 0.05% | 318 |
|
|
2017
Q4 | $4.6M | Buy |
95,658
+8,609
| +10% | +$414K | 0.06% | 281 |
|
|
2017
Q3 | $4.12M | Buy |
87,049
+2,926
| +3% | +$138K | 0.06% | 272 |
|
|
2017
Q2 | $3.86M | Buy |
84,123
+8,358
| +11% | +$383K | 0.07% | 284 |
|
|
2017
Q1 | $3.37M | Buy |
75,765
+7,778
| +11% | +$346K | 0.07% | 295 |
|
|
2016
Q4 | $2.77M | Buy |
67,987
+2,257
| +3% | +$91.9K | 0.06% | 330 |
|
|
2016
Q3 | $2.7M | Buy |
65,730
+17
| +0% | +$699 | 0.07% | 319 |
|
|
2016
Q2 | $2.94M | Buy |
+65,713
| New | +$2.94M | 0.08% | 279 |
|