BBA
BLB&B Advisors’s Xcel Energy XEL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-3,262
| Closed | -$225K | – | 273 |
|
2020
Q3 | $225K | Sell |
3,262
-200
| -6% | -$13.8K | 0.02% | 222 |
|
2020
Q2 | $216K | Hold |
3,462
| – | – | 0.02% | 224 |
|
2020
Q1 | $209K | Sell |
3,462
-20
| -0.6% | -$1.21K | 0.03% | 221 |
|
2019
Q4 | $221K | Sell |
3,482
-360
| -9% | -$22.8K | 0.02% | 258 |
|
2019
Q3 | $249K | Buy |
+3,842
| New | +$249K | 0.03% | 242 |
|