Clear Perspective Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-900
| Closed | -$54K | – | 155 |
|
|
2019
Q3 | $54K | Hold |
900
| – | – | 0.02% | 147 |
|
|
2019
Q2 | $54K | Buy |
+900
| New | +$54K | 0.03% | 185 |
|
|
2018
Q3 | – | Sell |
-900
| Closed | -$41K | – | 450 |
|
|
2018
Q2 | $41K | Hold |
900
| – | – | 0.03% | 272 |
|
|
2018
Q1 | $41K | Hold |
900
| – | – | 0.03% | 253 |
|
|
2017
Q4 | $43K | Hold |
900
| – | – | 0.03% | 243 |
|
|
2017
Q3 | $43K | Hold |
900
| – | – | 0.04% | 244 |
|
|
2017
Q2 | $41K | Hold |
900
| – | – | 0.03% | 243 |
|
|
2017
Q1 | $40K | Hold |
900
| – | – | 0.03% | 230 |
|
|
2016
Q4 | $37K | Buy |
+900
| New | +$37K | 0.02% | 225 |
|