Harvest Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-10
| Closed | -$1K | – | 734 |
|
|
2020
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 583 |
|
|
2020
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 538 |
|
|
2020
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 897 |
|
|
2020
Q1 | $0 | Sell |
10
-46
| -82% | – | ﹤0.01% | 1059 |
|
|
2019
Q4 | $3K | Sell |
56
-5
| -8% | -$268 | ﹤0.01% | 553 |
|
|
2019
Q3 | $4K | Hold |
61
| – | – | ﹤0.01% | 508 |
|
|
2019
Q2 | $3K | Hold |
61
| – | – | ﹤0.01% | 488 |
|
|
2019
Q1 | $3K | Buy |
+61
| New | +$3K | ﹤0.01% | 550 |
|