Capital Investment Advisory Services’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,822
| Closed | -$200K | – | 859 |
|
|
2022
Q2 | $200K | Sell |
2,822
-73
| -3% | -$5.17K | 0.02% | 450 |
|
|
2022
Q1 | $209K | Buy |
+2,895
| New | +$209K | 0.02% | 482 |
|
|
2019
Q4 | – | Sell |
-2,822
| Closed | -$183K | – | 1266 |
|
|
2019
Q3 | $183K | Sell |
2,822
-75
| -3% | -$4.86K | 0.05% | 285 |
|
|
2019
Q2 | $176K | Buy |
2,897
+2,397
| +479% | +$146K | 0.05% | 293 |
|
|
2019
Q1 | $28K | Hold |
500
| – | – | 0.01% | 610 |
|
|
2018
Q4 | $25K | Buy |
+500
| New | +$25K | 0.01% | 598 |
|