Cordasco Financial Network’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-200
| Closed | -$13K | – | 548 |
|
|
2020
Q2 | $13K | Hold |
200
| – | – | 0.01% | 258 |
|
|
2020
Q1 | $12K | Hold |
200
| – | – | 0.01% | 241 |
|
|
2019
Q4 | $13K | Hold |
200
| – | – | 0.01% | 255 |
|
|
2019
Q3 | $13K | Hold |
200
| – | – | 0.01% | 261 |
|
|
2019
Q2 | $12K | Hold |
200
| – | – | 0.01% | 265 |
|
|
2019
Q1 | $11K | Hold |
200
| – | – | 0.01% | 299 |
|
|
2018
Q4 | $10K | Hold |
200
| – | – | 0.01% | 248 |
|
|
2018
Q3 | $9K | Hold |
200
| – | – | 0.01% | 253 |
|
|
2018
Q2 | $9K | Buy |
+200
| New | +$9K | 0.01% | 255 |
|