First Personal Financial Services’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-29
| Closed | -$1.66K | – | 407 |
|
|
2023
Q3 | $1.66K | Hold |
29
| – | – | ﹤0.01% | 367 |
|
|
2023
Q2 | $1.8K | Buy |
+29
| New | +$1.8K | ﹤0.01% | 364 |
|
|
2020
Q4 | – | Sell |
-1,395
| Closed | -$96K | – | 323 |
|
|
2020
Q3 | $96K | Hold |
1,395
| – | – | 0.03% | 145 |
|
|
2020
Q2 | $87K | Sell |
1,395
-687
| -33% | -$42.8K | 0.03% | 151 |
|
|
2020
Q1 | $126K | Buy |
2,082
+1,556
| +296% | +$94.2K | 0.05% | 132 |
|
|
2019
Q4 | $33K | Hold |
526
| – | – | 0.01% | 221 |
|
|
2019
Q3 | $34K | Hold |
526
| – | – | 0.01% | 284 |
|
|
2019
Q2 | $31K | Buy |
526
+26
| +5% | +$1.53K | 0.01% | 353 |
|
|
2019
Q1 | $28K | Hold |
500
| – | – | 0.01% | 355 |
|
|
2018
Q4 | $25K | Hold |
500
| – | – | 0.01% | 351 |
|
|
2018
Q3 | $24K | Hold |
500
| – | – | 0.01% | 387 |
|
|
2018
Q2 | $23K | Sell |
500
-305
| -38% | -$14K | 0.01% | 378 |
|
|
2018
Q1 | $37K | Hold |
805
| – | – | 0.01% | 498 |
|
|
2017
Q4 | $39K | Sell |
805
-400
| -33% | -$19.4K | 0.01% | 528 |
|
|
2017
Q3 | $57K | Hold |
1,205
| – | – | 0.01% | 400 |
|
|
2017
Q2 | $55K | Hold |
1,205
| – | – | 0.01% | 402 |
|
|
2017
Q1 | $54K | Buy |
1,205
+900
| +295% | +$40.3K | 0.01% | 379 |
|
|
2016
Q4 | $12K | Hold |
305
| – | – | ﹤0.01% | 677 |
|
|
2016
Q3 | $13K | Sell |
305
-47
| -13% | -$2K | ﹤0.01% | 526 |
|
|
2016
Q2 | $16K | Buy |
+352
| New | +$16K | 0.01% | 462 |
|
|
2016
Q1 | – | Sell |
-1,830
| Closed | -$66K | – | 409 |
|
|
2015
Q4 | $66K | Hold |
1,830
| – | – | 0.04% | 163 |
|
|
2015
Q3 | $65K | Hold |
1,830
| – | – | 0.04% | 156 |
|
|
2015
Q2 | $59K | Hold |
1,830
| – | – | 0.04% | 158 |
|
|
2015
Q1 | $64K | Hold |
1,830
| – | – | 0.04% | 156 |
|
|
2014
Q4 | $65K | Buy |
+1,830
| New | +$65K | 0.04% | 148 |
|