Icon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-75
| Closed | -$4K | – | 785 |
|
|
2019
Q1 | $4K | Buy |
+75
| New | +$4K | ﹤0.01% | 787 |
|
|
2018
Q3 | – | Sell |
-75
| Closed | -$3K | – | 731 |
|
|
2018
Q2 | $3K | Buy |
+75
| New | +$3K | ﹤0.01% | 792 |
|
|
2018
Q1 | – | Sell |
-75
| Closed | -$4K | – | 743 |
|
|
2017
Q4 | $4K | Buy |
+75
| New | +$4K | ﹤0.01% | 800 |
|