FANJ
Financial Architects (New Jersey)’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,932
| Closed | -$207K | – | 313 |
|
|
2022
Q2 | $207K | Buy |
+2,932
| New | +$207K | 0.26% | 54 |
|
|
2020
Q3 | – | Sell |
-2,257
| Closed | -$141K | – | 778 |
|
|
2020
Q2 | $141K | Buy |
2,257
+8
| +0.4% | +$500 | 0.03% | 283 |
|
|
2020
Q1 | $136K | Buy |
2,249
+7
| +0.3% | +$423 | 0.04% | 270 |
|
|
2019
Q4 | $142K | Buy |
2,242
+8
| +0.4% | +$507 | 0.03% | 280 |
|
|
2019
Q3 | $145K | Buy |
2,234
+8
| +0.4% | +$519 | 0.03% | 274 |
|
|
2019
Q2 | $132K | Sell |
2,226
-1,378
| -38% | -$81.7K | 0.02% | 297 |
|
|
2019
Q1 | $203K | Buy |
3,604
+68
| +2% | +$3.83K | 0.03% | 275 |
|
|
2018
Q4 | $174K | Buy |
3,536
+82
| +2% | +$4.04K | 0.03% | 270 |
|
|
2018
Q3 | $163K | Sell |
3,454
-12
| -0.3% | -$566 | 0.03% | 317 |
|
|
2018
Q2 | $158K | Sell |
3,466
-8
| -0.2% | -$365 | 0.03% | 312 |
|
|
2018
Q1 | $158K | Sell |
3,474
-144
| -4% | -$6.55K | 0.03% | 316 |
|
|
2017
Q4 | $174K | Buy |
3,618
+9
| +0.2% | +$433 | 0.03% | 316 |
|
|
2017
Q3 | $170K | Sell |
3,609
-260
| -7% | -$12.2K | 0.03% | 340 |
|
|
2017
Q2 | $177K | Buy |
3,869
+116
| +3% | +$5.31K | 0.03% | 317 |
|
|
2017
Q1 | $167K | Sell |
3,753
-141
| -4% | -$6.27K | 0.03% | 312 |
|
|
2016
Q4 | $158K | Sell |
3,894
-5
| -0.1% | -$203 | 0.04% | 293 |
|
|
2016
Q3 | $160K | Sell |
3,899
-27
| -0.7% | -$1.11K | 0.04% | 302 |
|
|
2016
Q2 | $176K | Buy |
3,926
+1,116
| +40% | +$50K | 0.05% | 267 |
|
|
2016
Q1 | $118K | Buy |
+2,810
| New | +$118K | 0.04% | 248 |
|
|
2015
Q3 | – | Sell |
-2,081
| Closed | -$67K | – | 913 |
|
|
2015
Q2 | $67K | Buy |
2,081
+9
| +0.4% | +$290 | 0.02% | 372 |
|
|
2015
Q1 | $72K | Buy |
2,072
+8
| +0.4% | +$278 | 0.03% | 340 |
|
|
2014
Q4 | $74K | Buy |
2,064
+10
| +0.5% | +$359 | 0.03% | 297 |
|
|
2014
Q3 | $62K | Buy |
2,054
+9
| +0.4% | +$272 | 0.03% | 287 |
|
|
2014
Q2 | $66K | Buy |
+2,045
| New | +$66K | 0.03% | 286 |
|
|
2013
Q4 | – | Sell |
-1,914
| Closed | -$53K | – | 578 |
|
|
2013
Q3 | $53K | Buy |
1,914
+1,310
| +217% | +$36.3K | 0.03% | 246 |
|
|
2013
Q2 | $17K | Buy |
+604
| New | +$17K | 0.01% | 394 |
|