Asset Planning Services Inc’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $5.15M | Sell |
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|
2023
Q3 | $4.8M | Buy |
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|
2023
Q2 | $5.13M | Sell |
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|
2023
Q1 | $5.65M | Sell |
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|
2022
Q4 | $6.04M | Buy |
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|
2022
Q3 | $5.51M | Sell |
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|
2022
Q2 | $6.09M | Sell |
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|
2022
Q1 | $6.23M | Sell |
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|
2021
Q4 | $5.86M | Hold |
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|
2021
Q3 | $5.41M | Sell |
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|
2021
Q2 | $5.88M | Sell |
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|
2021
Q1 | $5.95M | Sell |
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|
2020
Q4 | $6.14M | Sell |
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|
2020
Q3 | $6.42M | Sell |
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|
2020
Q2 | $5.94M | Sell |
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|
2020
Q1 | $5.88M | Buy |
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|
2019
Q4 | $6.18M | Buy |
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|
2019
Q3 | $6.26M | Sell |
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|
2019
Q2 | $5.84M | Buy |
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|
2019
Q1 | $5.45M | Sell |
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|
2018
Q4 | $4.8M | Buy |
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|
2018
Q3 | $4.58M | Buy |
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|
2018
Q2 | $4.38M | Buy |
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|
2018
Q1 | $4.23M | Buy |
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|
2017
Q4 | $4.46M | Buy |
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|
2017
Q3 | $4.26M | Buy |
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|
2017
Q2 | $4.05M | Buy |
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|
2017
Q1 | $3.78M | Buy |
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|
2016
Q4 | $3.33M | Buy |
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