Elmwood Wealth Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-200
| Closed | -$14K | – | 342 |
|
|
2021
Q4 | $14K | Buy |
+200
| New | +$14K | 0.01% | 271 |
|
|
2021
Q2 | $13K | Hold |
200
| – | – | 0.01% | 247 |
|
|
2021
Q1 | $13K | Buy |
+200
| New | +$13K | 0.01% | 237 |
|
|
2020
Q3 | $13K | Hold |
200
| – | – | 0.01% | 180 |
|
|
2020
Q2 | $13K | Hold |
200
| – | – | 0.01% | 180 |
|
|
2020
Q1 | $9.1K | Buy |
+200
| New | +$9.1K | 0.01% | 197 |
|
|
2019
Q4 | – | Sell |
-200
| Closed | -$13K | – | 252 |
|
|
2019
Q3 | $13K | Hold |
200
| – | – | 0.01% | 168 |
|
|
2019
Q2 | $12K | Hold |
200
| – | – | 0.01% | 186 |
|
|
2019
Q1 | $11K | Hold |
200
| – | – | 0.01% | 187 |
|
|
2018
Q4 | $10K | Hold |
200
| – | – | 0.01% | 194 |
|
|
2018
Q3 | $9.44K | Sell |
200
-200
| -50% | -$9.44K | 0.01% | 203 |
|
|
2018
Q2 | $18.2K | Buy |
400
+200
| +100% | +$9.12K | 0.02% | 172 |
|
|
2018
Q1 | $9.1K | Buy |
+200
| New | +$9.1K | 0.01% | 197 |
|