Genovese Burford & Brothers Wealth & Retirement Plan Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $667K | Hold |
|
|||||
|
2020
Q3 | $691K | Hold |
|
|||||
|
2020
Q2 | $626K | Hold |
|
|||||
|
2020
Q1 | $604K | Hold |
|
|||||
|
2019
Q4 | $636K | Hold |
|
|||||
|
2019
Q3 | $650K | Sell |
|
|||||
|
2019
Q2 | $601K | Hold |
|
|||||
|
2019
Q1 | $568K | Hold |
|
|||||
|
2018
Q4 | $498K | Hold |
|
|||||
|
2018
Q3 | $477K | Hold |
|
|||||
|
2018
Q2 | $462K | Hold |
|
|||||
|
2018
Q1 | $460K | Hold |
|
|||||
|
2017
Q4 | $462K | Sell |
|
|||||
|
2017
Q3 | $506K | Hold |
|
|||||
|
2017
Q2 | $491K | Hold |
|
|||||
|
2017
Q1 | $477K | Hold |
|
|||||
|
2016
Q4 | $436K | Hold |
|
|||||
|
2016
Q3 | $440K | Hold |
|
|||||
|
2016
Q2 | $479K | Sell |
|
|||||
|
2016
Q1 | $450K | Hold |
|
|||||
|
2015
Q4 | $387K | Buy |
|