Ameritas Investment Company’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-224
| Closed | -$14.9K | – | 2100 |
|
|
2021
Q1 | $14.9K | Buy |
+224
| New | +$14.9K | ﹤0.01% | 1391 |
|
|
2020
Q2 | – | Sell |
-1,684
| Closed | -$99K | – | 1609 |
|
|
2020
Q1 | $99K | Buy |
1,684
+876
| +108% | +$51.5K | 0.02% | 504 |
|
|
2019
Q4 | $51K | Sell |
808
-39
| -5% | -$2.46K | 0.01% | 575 |
|
|
2019
Q3 | $55K | Buy |
+847
| New | +$55K | 0.01% | 641 |
|
|
2019
Q2 | – | Sell |
-815
| Closed | -$46K | – | 891 |
|
|
2019
Q1 | $46K | Sell |
815
-1,490
| -65% | -$84.1K | 0.01% | 439 |
|
|
2018
Q4 | $114K | Buy |
+2,305
| New | +$114K | 0.02% | 400 |
|