GSB Wealth Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-3,365
| Closed | -$232K | – | 55 |
|
|
2020
Q3 | $232K | Hold |
3,365
| – | – | 1.06% | 45 |
|
|
2020
Q2 | $210K | Hold |
3,365
| – | – | 1.17% | 43 |
|
|
2020
Q1 | $203K | Hold |
3,365
| – | – | 1.48% | 38 |
|
|
2019
Q4 | $214K | Hold |
3,365
| – | – | 0.88% | 48 |
|
|
2019
Q3 | $218K | Hold |
3,365
| – | – | 1.06% | 44 |
|
|
2019
Q2 | $200K | Sell |
3,365
-3,365
| -50% | -$200K | 1.04% | 48 |
|
|
2019
Q1 | $378K | Hold |
6,730
| – | – | 1.62% | 22 |
|
|
2018
Q4 | $332K | Hold |
6,730
| – | – | 1.75% | 21 |
|
|
2018
Q3 | $318K | Hold |
6,730
| – | – | 1.31% | 32 |
|
|
2018
Q2 | $307K | Hold |
6,730
| – | – | 1.45% | 29 |
|
|
2018
Q1 | $306K | Hold |
6,730
| – | – | 1.48% | 29 |
|
|
2017
Q4 | $324K | Hold |
6,730
| – | – | 1.46% | 27 |
|
|
2017
Q3 | $318K | Hold |
6,730
| – | – | 1.5% | 29 |
|
|
2017
Q2 | $309K | Sell |
6,730
-4,450
| -40% | -$204K | 1.4% | 29 |
|
|
2017
Q1 | $497K | Hold |
11,180
| – | – | 2.11% | 13 |
|
|
2016
Q4 | $455K | Buy |
+11,180
| New | +$455K | 1.78% | 16 |
|