Filbrandt 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $117K | Hold |
1,871
| – | – | 0.07% | 53 |
|
|
2021
Q2 | $123K | Buy |
1,871
+9
| +0.5% | +$592 | 0.07% | 53 |
|
|
2021
Q1 | $124K | Buy |
1,862
+25
| +1% | +$1.67K | 0.07% | 51 |
|
|
2020
Q4 | $122K | Hold |
1,837
| – | – | 0.08% | 47 |
|
|
2020
Q3 | $127K | Sell |
1,837
-49
| -3% | -$3.39K | 0.1% | 41 |
|
|
2020
Q2 | $118K | Buy |
1,886
+49
| +3% | +$3.07K | 0.09% | 61 |
|
|
2020
Q1 | $111K | Sell |
1,837
-6
| -0.3% | -$363 | 0.12% | 38 |
|
|
2019
Q4 | $117K | Buy |
+1,843
| New | +$117K | 0.1% | 43 |
|