GWA
Guidant Wealth Advisors’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $254K | Buy |
3,907
+5
| +0.1% | +$325 | 0.09% | 99 |
|
|
2019
Q2 | $232K | Buy |
3,902
+13
| +0.3% | +$773 | 0.09% | 102 |
|
|
2019
Q1 | $219K | Buy |
3,889
+936
| +32% | +$52.7K | 0.09% | 102 |
|
|
2018
Q4 | $145K | Buy |
2,953
+6
| +0.2% | +$295 | 0.07% | 89 |
|
|
2018
Q3 | $138K | Buy |
2,947
+6
| +0.2% | +$281 | 0.06% | 47 |
|
|
2018
Q2 | $135K | Buy |
2,941
+7
| +0.2% | +$321 | 0.06% | 47 |
|
|
2018
Q1 | $131K | Buy |
2,934
+5
| +0.2% | +$223 | 0.06% | 48 |
|
|
2017
Q4 | $138K | Buy |
2,929
+6
| +0.2% | +$283 | 0.06% | 47 |
|
|
2017
Q3 | $139K | Buy |
2,923
+5
| +0.2% | +$238 | 0.1% | 44 |
|
|
2017
Q2 | $132K | Hold |
2,918
| – | – | 0.07% | 75 |
|
|
2017
Q1 | $130K | Buy |
+2,918
| New | +$130K | 0.07% | 79 |
|