Braun-Bostich & Associates’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 |
-450
| Closed | -$31K | – | 230 |
|
|
2020
Q3 | $31K | Hold |
450
| – | – | 0.03% | 183 |
|
|
2020
Q2 | $28K | Hold |
450
| – | – | 0.03% | 150 |
|
|
2020
Q1 | $26K | Hold |
450
| – | – | 0.03% | 147 |
|
|
2019
Q4 | $28K | Buy |
+450
| New | +$28K | 0.03% | 166 |
|
|
2019
Q3 | – | Sell |
-450
| Closed | -$27K | – | 311 |
|
|
2019
Q2 | $27K | Hold |
450
| – | – | 0.03% | 219 |
|
|
2019
Q1 | $25K | Hold |
450
| – | – | 0.03% | 233 |
|
|
2018
Q4 | $22K | Hold |
450
| – | – | 0.02% | 224 |
|
|
2018
Q3 | $21K | Hold |
450
| – | – | 0.02% | 230 |
|
|
2018
Q2 | $21K | Hold |
450
| – | – | 0.02% | 220 |
|
|
2018
Q1 | $20K | Hold |
450
| – | – | 0.02% | 219 |
|
|
2017
Q4 | $22K | Buy |
+450
| New | +$22K | 0.02% | 218 |
|