CSat Investment Advisory’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $26K | Buy |
396
+132
| +50% | +$8.67K | 0.02% | 330 |
|
|
2020
Q4 | $18K | Sell |
264
-1,573
| -86% | -$107K | 0.02% | 363 |
|
|
2020
Q3 | $126K | Sell |
1,837
-1,843
| -50% | -$126K | 0.01% | 384 |
|
|
2020
Q2 | $230K | Sell |
3,680
-259
| -7% | -$16.2K | 0.03% | 278 |
|
|
2020
Q1 | $238K | Buy |
3,939
+284
| +8% | +$17.2K | 0.05% | 212 |
|
|
2019
Q4 | $232K | Buy |
3,655
+109
| +3% | +$6.92K | 0.06% | 213 |
|
|
2019
Q3 | $230K | Sell |
3,546
-190
| -5% | -$12.3K | 0.07% | 191 |
|
|
2019
Q2 | $222K | Buy |
3,736
+3,554
| +1,953% | +$211K | 0.08% | 175 |
|
|
2019
Q1 | $10K | Buy |
182
+8
| +5% | +$440 | 0.01% | 432 |
|
|
2018
Q4 | $9K | Buy |
174
+1
| +0.6% | +$52 | 0.01% | 429 |
|
|
2018
Q3 | $8K | Sell |
173
-13
| -7% | -$601 | ﹤0.01% | 421 |
|
|
2018
Q2 | $8K | Buy |
+186
| New | +$8K | ﹤0.01% | 401 |
|