American Investment Services’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $251K | Sell |
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|
2020
Q3 | $1.08M | Hold |
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|
2020
Q2 | $978K | Hold |
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|
2020
Q1 | $944K | Hold |
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|
2019
Q4 | $993K | Buy |
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|
2019
Q3 | $998K | Buy |
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|
2019
Q2 | $905K | Hold |
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|
2019
Q1 | $855K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $1.27M | Buy |
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|
2015
Q2 | $1.05M | Sell |
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|
2015
Q1 | $1.25M | Hold |
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|
2014
Q4 | $1.29M | Sell |
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|
2014
Q3 | $1.1M | Hold |
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|
2014
Q2 | $1.17M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $343K | Buy |
|