Copperwynd Financial’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-29,542
| Closed | -$1.88M | – | 113 |
|
|
2019
Q4 | $1.88M | Buy |
29,542
+431
| +1% | +$27.4K | 0.99% | 24 |
|
|
2019
Q3 | $1.76M | Buy |
29,111
+1,880
| +7% | +$113K | 1% | 22 |
|
|
2019
Q2 | $1.62M | Buy |
27,231
+915
| +3% | +$54.4K | 0.93% | 22 |
|
|
2019
Q1 | $1.48M | Buy |
+26,316
| New | +$1.48M | 0.89% | 28 |
|