Hefty Wealth Partners’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $12K | Hold |
253
| – | – | 0.01% | 181 |
|
|
2017
Q4 | $12K | Hold |
253
| – | – | 0.01% | 183 |
|
|
2017
Q3 | $12K | Hold |
253
| – | – | 0.01% | 178 |
|
|
2017
Q2 | $11K | Hold |
253
| – | – | 0.01% | 169 |
|
|
2017
Q1 | $11K | Hold |
253
| – | – | 0.01% | 171 |
|
|
2016
Q4 | $10K | Hold |
253
| – | – | 0.01% | 166 |
|
|
2016
Q3 | $10K | Hold |
253
| – | – | 0.01% | 174 |
|
|
2016
Q2 | $11K | Buy |
+253
| New | +$11K | 0.01% | 142 |
|