Guardian Life Insurance’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,544
| Closed | -$98K | – | 472 |
|
|
2019
Q4 | $98K | Buy |
1,544
+10
| +0.7% | +$635 | 0.02% | 187 |
|
|
2019
Q3 | $100K | Buy |
1,534
+52
| +4% | +$3.39K | 0.02% | 195 |
|
|
2019
Q2 | $88K | Hold |
1,482
| – | – | 0.01% | 209 |
|
|
2019
Q1 | $83K | Buy |
1,482
+42
| +3% | +$2.35K | 0.01% | 211 |
|
|
2018
Q4 | $71K | Hold |
1,440
| – | – | 0.01% | 207 |
|
|
2018
Q3 | $68K | Buy |
1,440
+33
| +2% | +$1.56K | 0.01% | 240 |
|
|
2018
Q2 | $64K | Buy |
1,407
+230
| +20% | +$10.5K | 0.01% | 238 |
|
|
2018
Q1 | $54K | Sell |
1,177
-470
| -29% | -$21.6K | 0.01% | 238 |
|
|
2017
Q4 | $79K | Buy |
1,647
+489
| +42% | +$23.5K | 0.02% | 237 |
|
|
2017
Q3 | $55K | Buy |
1,158
+10
| +0.9% | +$475 | 0.01% | 231 |
|
|
2017
Q2 | $53K | Sell |
1,148
-811
| -41% | -$37.4K | 0.01% | 232 |
|
|
2017
Q1 | $87K | Buy |
1,959
+13
| +0.7% | +$577 | 0.01% | 242 |
|
|
2016
Q4 | $79K | Buy |
1,946
+43
| +2% | +$1.75K | 0.01% | 259 |
|
|
2016
Q3 | $78K | Hold |
1,903
| – | – | 0.01% | 284 |
|
|
2016
Q2 | $85K | Buy |
1,903
+26
| +1% | +$1.16K | 0.01% | 282 |
|
|
2016
Q1 | $78K | Sell |
1,877
-531
| -22% | -$22.1K | 0.01% | 290 |
|
|
2015
Q4 | $86K | Sell |
2,408
-552
| -19% | -$19.7K | 0.01% | 305 |
|
|
2015
Q3 | $105K | Buy |
2,960
+747
| +34% | +$26.5K | 0.01% | 298 |
|
|
2015
Q2 | $71K | Hold |
2,213
| – | – | 0.01% | 341 |
|
|
2015
Q1 | $77K | Sell |
2,213
-661
| -23% | -$23K | 0.01% | 336 |
|
|
2014
Q4 | $103K | Hold |
2,874
| – | – | 0.01% | 326 |
|
|
2014
Q3 | $87K | Buy |
2,874
+48
| +2% | +$1.45K | 0.01% | 342 |
|
|
2014
Q2 | $91K | Buy |
2,826
+24
| +0.9% | +$773 | 0.01% | 328 |
|
|
2014
Q1 | $85K | Sell |
2,802
-6
| -0.2% | -$182 | 0.01% | 350 |
|
|
2013
Q4 | $78K | Sell |
2,808
-3,185
| -53% | -$88.5K | 0.01% | 372 |
|
|
2013
Q3 | $165K | Buy |
5,993
+127
| +2% | +$3.5K | 0.01% | 351 |
|
|
2013
Q2 | $166K | Buy |
+5,866
| New | +$166K | 0.02% | 333 |
|