APSI
Asset Planning Services Inc’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-83,163
| Closed | -$5.15M | – | 36 |
|
|
2023
Q4 | $5.15M | Sell |
83,163
-660
| -0.8% | -$40.9K | 3.13% | 17 |
|
|
2023
Q3 | $4.8M | Buy |
83,823
+1,325
| +2% | +$75.8K | 3.15% | 18 |
|
|
2023
Q2 | $5.13M | Sell |
82,498
-1,225
| -1% | -$76.2K | 3.16% | 16 |
|
|
2023
Q1 | $5.65M | Sell |
83,723
-2,425
| -3% | -$164K | 3.57% | 11 |
|
|
2022
Q4 | $6.04M | Buy |
86,148
+25
| +0% | +$1.75K | 3.82% | 12 |
|
|
2022
Q3 | $5.51M | Sell |
86,123
-5
| -0% | -$320 | 3.87% | 8 |
|
|
2022
Q2 | $6.09M | Sell |
86,128
-250
| -0.3% | -$17.7K | 3.99% | 7 |
|
|
2022
Q1 | $6.23M | Sell |
86,378
-100
| -0.1% | -$7.22K | 3.57% | 13 |
|
|
2021
Q4 | $5.86M | Hold |
86,478
| – | – | 3.15% | 13 |
|
|
2021
Q3 | $5.41M | Sell |
86,478
-2,750
| -3% | -$172K | 3.19% | 15 |
|
|
2021
Q2 | $5.88M | Sell |
89,228
-275
| -0.3% | -$18.1K | 3.4% | 12 |
|
|
2021
Q1 | $5.95M | Sell |
89,503
-2,625
| -3% | -$175K | 3.6% | 12 |
|
|
2020
Q4 | $6.14M | Sell |
92,128
-975
| -1% | -$65K | 3.93% | 5 |
|
|
2020
Q3 | $6.43M | Sell |
93,103
-1,950
| -2% | -$135K | 4.4% | 4 |
|
|
2020
Q2 | $5.94M | Sell |
95,053
-2,475
| -3% | -$155K | 4.29% | 5 |
|
|
2020
Q1 | $5.88M | Buy |
97,528
+125
| +0.1% | +$7.54K | 4.86% | 3 |
|
|
2019
Q4 | $6.18M | Buy |
97,403
+875
| +0.9% | +$55.6K | 3.94% | 5 |
|
|
2019
Q3 | $6.26M | Sell |
96,528
-1,575
| -2% | -$102K | 4.06% | 5 |
|
|
2019
Q2 | $5.84M | Buy |
98,103
+1,150
| +1% | +$68.4K | 3.8% | 5 |
|
|
2019
Q1 | $5.45M | Sell |
96,953
-475
| -0.5% | -$26.7K | 3.73% | 8 |
|
|
2018
Q4 | $4.8M | Buy |
97,428
+400
| +0.4% | +$19.7K | 3.65% | 8 |
|
|
2018
Q3 | $4.58M | Buy |
97,028
+1,100
| +1% | +$51.9K | 3.14% | 15 |
|
|
2018
Q2 | $4.38M | Buy |
95,928
+3,000
| +3% | +$137K | 3.15% | 15 |
|
|
2018
Q1 | $4.23M | Buy |
92,928
+200
| +0.2% | +$9.1K | 3.12% | 15 |
|
|
2017
Q4 | $4.46M | Buy |
92,728
+2,600
| +3% | +$125K | 3.14% | 13 |
|
|
2017
Q3 | $4.26M | Buy |
90,128
+1,825
| +2% | +$86.3K | 3.45% | 15 |
|
|
2017
Q2 | $4.05M | Buy |
88,303
+3,250
| +4% | +$149K | 3.4% | 13 |
|
|
2017
Q1 | $3.78M | Buy |
85,053
+3,320
| +4% | +$148K | 3.21% | 18 |
|
|
2016
Q4 | $3.33M | Buy |
+81,733
| New | +$3.33M | 3.12% | 23 |
|