Centaurus Financial’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-6,987
| Closed | -$437K | – | 979 |
|
|
2021
Q3 | $437K | Buy |
+6,987
| New | +$437K | 0.04% | 450 |
|
|
2020
Q1 | – | Sell |
-2,137
| Closed | -$136K | – | 664 |
|
|
2019
Q4 | $136K | Buy |
+2,137
| New | +$136K | 0.02% | 542 |
|
|
2019
Q3 | – | Sell |
-2,965
| Closed | -$176K | – | 597 |
|
|
2019
Q2 | $176K | Buy |
2,965
+2,801
| +1,708% | +$166K | 0.03% | 454 |
|
|
2019
Q1 | $2.93K | Buy |
164
+33
| +25% | +$589 | 0.02% | 427 |
|
|
2018
Q4 | $3 | Buy |
131
+129
| +6,450% | +$3 | 0.02% | 381 |
|
|
2018
Q3 | $114 | Sell |
2
-3,629
| -100% | -$207K | 0.02% | 490 |
|
|
2018
Q2 | $166K | Buy |
+3,631
| New | +$166K | 0.02% | 558 |
|