Aevitas Wealth Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-77
| Closed | -$4K | – | 358 |
|
|
2019
Q1 | $4K | Hold |
77
| – | – | ﹤0.01% | 342 |
|
|
2018
Q4 | $4K | Hold |
77
| – | – | ﹤0.01% | 354 |
|
|
2018
Q3 | $4K | Hold |
77
| – | – | ﹤0.01% | 406 |
|
|
2018
Q2 | $4K | Hold |
77
| – | – | ﹤0.01% | 381 |
|
|
2018
Q1 | $4K | Buy |
+77
| New | +$4K | ﹤0.01% | 384 |
|