Aspiriant LLC’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 |
-6,238
| Closed | -$376K | – | 199 |
|
|
2020
Q1 | $376K | Sell |
6,238
-9
| -0.1% | -$542 | 0.04% | 144 |
|
|
2019
Q4 | $396K | Hold |
6,247
| – | – | 0.04% | 153 |
|
|
2019
Q3 | $405K | Buy |
6,247
+50
| +0.8% | +$3.24K | 0.04% | 160 |
|
|
2019
Q2 | $369K | Hold |
6,197
| – | – | 0.03% | 168 |
|
|
2019
Q1 | $348K | Sell |
6,197
-26
| -0.4% | -$1.46K | 0.03% | 171 |
|
|
2018
Q4 | $306K | Buy |
+6,223
| New | +$306K | 0.02% | 182 |
|
|
2018
Q3 | – | Sell |
-38,293
| Closed | -$1.75M | – | 261 |
|
|
2018
Q2 | $1.75M | Buy |
+38,293
| New | +$1.75M | 0.15% | 85 |
|