FCFS
First Command Financial Services’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $14K | Buy |
+225
| New | +$14K | ﹤0.01% | 328 |
|
|
2022
Q4 | – | Sell |
-300
| Closed | -$19K | – | 423 |
|
|
2022
Q3 | $19K | Hold |
300
| – | – | ﹤0.01% | 292 |
|
|
2022
Q2 | $21K | Hold |
300
| – | – | ﹤0.01% | 288 |
|
|
2022
Q1 | $22K | Buy |
+300
| New | +$22K | ﹤0.01% | 299 |
|
|
2021
Q4 | – | Sell |
-1,487
| Closed | -$93K | – | 496 |
|
|
2021
Q3 | $93K | Buy |
+1,487
| New | +$93K | 0.02% | 201 |
|
|
2019
Q4 | – | Sell |
-294
| Closed | -$19K | – | 392 |
|
|
2019
Q3 | $19K | Hold |
294
| – | – | 0.01% | 275 |
|
|
2019
Q2 | $17K | Sell |
294
-368
| -56% | -$21.3K | 0.01% | 297 |
|
|
2019
Q1 | $37K | Sell |
662
-4,634
| -88% | -$259K | 0.02% | 226 |
|
|
2018
Q4 | $261K | Buy |
5,296
+4,634
| +700% | +$228K | 0.13% | 92 |
|
|
2018
Q3 | $31K | Sell |
662
-131
| -17% | -$6.13K | 0.01% | 245 |
|
|
2018
Q2 | $36K | Hold |
793
| – | – | 0.01% | 237 |
|
|
2018
Q1 | $36K | Buy |
793
+368
| +87% | +$16.7K | ﹤0.01% | 240 |
|
|
2017
Q4 | $20K | Hold |
425
| – | – | 0.01% | 291 |
|
|
2017
Q3 | $20K | Buy |
425
+131
| +45% | +$6.17K | 0.01% | 287 |
|
|
2017
Q2 | $13K | Sell |
294
-350
| -54% | -$15.5K | 0.01% | 331 |
|
|
2017
Q1 | $29K | Hold |
644
| – | – | 0.02% | 247 |
|
|
2016
Q4 | $26K | Buy |
+644
| New | +$26K | 0.02% | 254 |
|