Fieldpoint Private Securities’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $18K | Sell |
250
-79
| -24% | -$5.69K | 0.01% | 630 |
|
|
2022
Q1 | $24K | Buy |
329
+89
| +37% | +$6.49K | ﹤0.01% | 804 |
|
|
2021
Q4 | $16K | Hold |
240
| – | – | ﹤0.01% | 946 |
|
|
2021
Q3 | $15K | Hold |
240
| – | – | ﹤0.01% | 923 |
|
|
2021
Q2 | $16K | Hold |
240
| – | – | ﹤0.01% | 885 |
|
|
2021
Q1 | $16K | Hold |
240
| – | – | ﹤0.01% | 861 |
|
|
2020
Q4 | $16K | Buy |
+240
| New | +$16K | ﹤0.01% | 765 |
|