American Portfolios Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $244K | Sell |
3,818
-676
| -15% | -$43.3K | 0.01% | 945 |
|
|
2022
Q2 | $318K | Sell |
4,494
-10,855
| -71% | -$768K | 0.01% | 851 |
|
|
2022
Q1 | $1.11M | Sell |
15,349
-544
| -3% | -$39.3K | 0.04% | 454 |
|
|
2021
Q4 | $1.08M | Buy |
15,893
+10,246
| +181% | +$694K | 0.04% | 462 |
|
|
2021
Q3 | $353K | Buy |
5,647
+61
| +1% | +$3.81K | 0.01% | 871 |
|
|
2021
Q2 | $368K | Buy |
5,586
+169
| +3% | +$11.1K | 0.01% | 858 |
|
|
2021
Q1 | $360K | Buy |
5,417
+1,028
| +23% | +$68.4K | 0.02% | 796 |
|
|
2020
Q4 | $293K | Sell |
4,389
-11,551
| -72% | -$770K | 0.02% | 748 |
|
|
2020
Q3 | $1.1M | Sell |
15,940
-1,047
| -6% | -$72.3K | 0.06% | 271 |
|
|
2020
Q2 | $1.06M | Buy |
16,987
+1,111
| +7% | +$69.4K | 0.07% | 265 |
|
|
2020
Q1 | $957K | Buy |
15,876
+10,982
| +224% | +$662K | 0.08% | 233 |
|
|
2019
Q4 | $311K | Sell |
4,894
-7,880
| -62% | -$500K | 0.02% | 581 |
|
|
2019
Q3 | $829K | Buy |
12,774
+8,077
| +172% | +$524K | 0.07% | 279 |
|
|
2019
Q2 | $279K | Sell |
4,697
-5
| -0.1% | -$297 | 0.02% | 584 |
|
|
2019
Q1 | $264K | Buy |
4,702
+517
| +12% | +$29.1K | 0.02% | 549 |
|
|
2018
Q4 | $206K | Buy |
4,185
+155
| +4% | +$7.64K | 0.03% | 503 |
|
|
2018
Q3 | $190K | Buy |
4,030
+3
| +0.1% | +$142 | 0.02% | 602 |
|
|
2018
Q2 | $184K | Buy |
4,027
+288
| +8% | +$13.2K | 0.03% | 579 |
|
|
2018
Q1 | $170K | Sell |
3,739
-9,034
| -71% | -$411K | 0.03% | 575 |
|
|
2017
Q4 | $615K | Buy |
+12,773
| New | +$615K | 0.1% | 214 |
|