Berman Capital Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $49K | Buy |
799
+60
| +8% | +$3.68K | 0.01% | 680 |
|
|
2021
Q2 | $48K | Buy |
739
+151
| +26% | +$9.81K | 0.01% | 604 |
|
|
2021
Q1 | $39K | Buy |
588
+71
| +14% | +$4.71K | 0.01% | 575 |
|
|
2020
Q4 | $34K | Buy |
517
+20
| +4% | +$1.32K | 0.01% | 514 |
|
|
2020
Q3 | $33K | Hold |
497
| – | – | 0.01% | 458 |
|
|
2020
Q2 | $30K | Buy |
497
+72
| +17% | +$4.35K | 0.01% | 444 |
|
|
2020
Q1 | $24K | Buy |
425
+265
| +166% | +$15K | 0.01% | 453 |
|
|
2019
Q4 | $10K | Buy |
160
+83
| +108% | +$5.19K | ﹤0.01% | 757 |
|
|
2019
Q3 | $5K | Hold |
77
| – | – | ﹤0.01% | 969 |
|
|
2019
Q2 | $4K | Hold |
77
| – | – | ﹤0.01% | 1045 |
|
|
2019
Q1 | $4K | Hold |
77
| – | – | ﹤0.01% | 948 |
|
|
2018
Q4 | $2K | Buy |
+77
| New | +$2K | ﹤0.01% | 915 |
|