Gofen & Glossberg’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $434K | Sell |
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|
2022
Q3 | $435K | Hold |
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|
2022
Q2 | $481K | Hold |
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|
2022
Q1 | $490K | Sell |
|
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|
2021
Q4 | $473K | Hold |
|
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|
2021
Q3 | $437K | Hold |
|
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|
2021
Q2 | $461K | Sell |
|
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|
2021
Q1 | $498K | Buy |
|
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|
2020
Q4 | $486K | Sell |
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|
2020
Q3 | $511K | Buy |
|
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|
2020
Q2 | $459K | Hold |
|
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|
2020
Q1 | $443K | Hold |
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|
2019
Q4 | $466K | Hold |
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|
2019
Q3 | $476K | Hold |
|
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|
2019
Q2 | $437K | Hold |
|
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|
2019
Q1 | $413K | Hold |
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|
2018
Q4 | $362K | Hold |
|
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|
2018
Q3 | $347K | Sell |
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|
2018
Q2 | $354K | Hold |
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|
2018
Q1 | $352K | Hold |
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|
2017
Q4 | $372K | Hold |
|
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|
2017
Q3 | $366K | Buy |
|
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|
2017
Q2 | $321K | Sell |
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|
2017
Q1 | $338K | Buy |
|
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|
2016
Q4 | $285K | Hold |
|
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|
2016
Q3 | $288K | Sell |
|
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|
2016
Q2 | $314K | Sell |
|
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|
2016
Q1 | $296K | Buy |
|
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|
2015
Q4 | $252K | Sell |
|
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|
2015
Q3 | $252K | Buy |
|
|||||
|
2015
Q2 | $225K | Hold |
|
|||||
|
2015
Q1 | $244K | Hold |
|
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|
2014
Q4 | $252K | Hold |
|
|||||
|
2014
Q3 | $213K | Hold |
|
|||||
|
2014
Q2 | $226K | Hold |
|
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|
2014
Q1 | $212K | Buy |
|
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $85K | Buy |
|