Atwood & Palmer’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-100
| Closed | -$7K | – | 390 |
|
|
2020
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 284 |
|
|
2020
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 282 |
|
|
2020
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 276 |
|
|
2019
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 266 |
|
|
2019
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 272 |
|
|
2019
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 267 |
|
|
2019
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 282 |
|
|
2018
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 281 |
|
|
2018
Q3 | – | Sell |
-85
| Closed | -$4K | – | 336 |
|
|
2018
Q2 | $4K | Buy |
+85
| New | +$4K | ﹤0.01% | 281 |
|
|
2016
Q4 | – | Sell |
-800
| Closed | -$33K | – | 341 |
|
|
2016
Q3 | $33K | Hold |
800
| – | – | 0.01% | 192 |
|
|
2016
Q2 | $36K | Hold |
800
| – | – | 0.01% | 191 |
|
|
2016
Q1 | $33K | Hold |
800
| – | – | 0.01% | 201 |
|
|
2015
Q4 | $29K | Hold |
800
| – | – | 0.01% | 238 |
|
|
2015
Q3 | $28K | Hold |
800
| – | – | 0.01% | 235 |
|
|
2015
Q2 | $26K | Sell |
800
-775
| -49% | -$25.2K | ﹤0.01% | 226 |
|
|
2015
Q1 | $55K | Hold |
1,575
| – | – | 0.01% | 180 |
|
|
2014
Q4 | $57K | Hold |
1,575
| – | – | 0.01% | 192 |
|
|
2014
Q3 | $48K | Hold |
1,575
| – | – | 0.01% | 205 |
|
|
2014
Q2 | $51K | Buy |
+1,575
| New | +$51K | 0.01% | 186 |
|