All Terrain Financial Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,999
| Closed | -$241K | – | 114 |
|
|
2020
Q1 | $241K | Hold |
3,999
| – | – | 0.1% | 81 |
|
|
2019
Q4 | $254K | Hold |
3,999
| – | – | 0.08% | 101 |
|
|
2019
Q3 | $260K | Hold |
3,999
| – | – | 0.09% | 102 |
|
|
2019
Q2 | $238K | Hold |
3,999
| – | – | 0.08% | 110 |
|
|
2019
Q1 | $225K | Buy |
+3,999
| New | +$225K | 0.08% | 114 |
|
|
2018
Q4 | – | Sell |
-4,689
| Closed | -$221K | – | 154 |
|
|
2018
Q3 | $221K | Sell |
4,689
-250
| -5% | -$11.8K | 0.09% | 120 |
|
|
2018
Q2 | $226K | Hold |
4,939
| – | – | 0.1% | 117 |
|
|
2018
Q1 | $225K | Sell |
4,939
-262
| -5% | -$11.9K | 0.1% | 116 |
|
|
2017
Q4 | $250K | Buy |
+5,201
| New | +$250K | 0.11% | 102 |
|