Evolution Wealth Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-68
| Closed | -$4K | – | 639 |
|
|
2021
Q3 | $4K | Hold |
68
| – | – | ﹤0.01% | 581 |
|
|
2021
Q2 | $4K | Hold |
68
| – | – | ﹤0.01% | 569 |
|
|
2021
Q1 | $5K | Hold |
68
| – | – | ﹤0.01% | 540 |
|
|
2020
Q4 | $5K | Sell |
68
-107
| -61% | -$7.87K | ﹤0.01% | 458 |
|
|
2020
Q3 | $12K | Hold |
175
| – | – | ﹤0.01% | 334 |
|
|
2020
Q2 | $11K | Buy |
175
+68
| +64% | +$4.27K | ﹤0.01% | 278 |
|
|
2020
Q1 | $6K | Buy |
107
+10
| +10% | +$561 | ﹤0.01% | 247 |
|
|
2019
Q4 | $6K | Sell |
97
-78
| -45% | -$4.83K | ﹤0.01% | 386 |
|
|
2019
Q3 | $11K | Buy |
175
+107
| +157% | +$6.73K | 0.01% | 163 |
|
|
2019
Q2 | $4K | Buy |
+68
| New | +$4K | ﹤0.01% | 316 |
|