CWA
Clarus Wealth Advisors’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-6,087
| Closed | -$362K | – | 556 |
|
|
2019
Q2 | $362K | Buy |
6,087
+40
| +0.7% | +$2.38K | 0.26% | 68 |
|
|
2019
Q1 | $340K | Buy |
6,047
+41
| +0.7% | +$2.31K | 0.25% | 58 |
|
|
2018
Q4 | $296K | Sell |
6,006
-7
| -0.1% | -$345 | 0.47% | 42 |
|
|
2018
Q3 | $284K | Buy |
6,013
+89
| +2% | +$4.2K | 0.19% | 75 |
|
|
2018
Q2 | $269K | Hold |
5,924
| – | – | 0.2% | 66 |
|
|
2018
Q1 | $269K | Buy |
5,924
+41
| +0.7% | +$1.86K | 0.25% | 66 |
|
|
2017
Q4 | $283K | Buy |
+5,883
| New | +$283K | 0.27% | 62 |
|