Bedel Financial Consulting’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,355
| Closed | -$98K | – | 933 |
|
|
2022
Q1 | $98K | Hold |
1,355
| – | – | 0.03% | 283 |
|
|
2021
Q4 | $92K | Hold |
1,355
| – | – | 0.03% | 296 |
|
|
2021
Q3 | $85K | Hold |
1,355
| – | – | 0.03% | 302 |
|
|
2021
Q2 | $89K | Hold |
1,355
| – | – | 0.03% | 295 |
|
|
2021
Q1 | $90K | Hold |
1,355
| – | – | 0.03% | 281 |
|
|
2020
Q4 | $90K | Sell |
1,355
-1,100
| -45% | -$73.1K | 0.04% | 240 |
|
|
2020
Q3 | $169K | Hold |
2,455
| – | – | 0.08% | 158 |
|
|
2020
Q2 | $153K | Hold |
2,455
| – | – | 0.08% | 156 |
|
|
2020
Q1 | $148K | Buy |
2,455
+2,300
| +1,484% | +$139K | 0.1% | 143 |
|
|
2019
Q4 | $10K | Hold |
155
| – | – | 0.01% | 516 |
|
|
2019
Q3 | $10K | Hold |
155
| – | – | 0.01% | 493 |
|
|
2019
Q2 | $9K | Hold |
155
| – | – | 0.01% | 514 |
|
|
2019
Q1 | $9K | Buy |
+155
| New | +$9K | 0.01% | 515 |
|