Insight Wealth Strategies’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,967
| Closed | -$264K | – | 238 |
|
|
2021
Q1 | $264K | Sell |
3,967
-279
| -7% | -$18.6K | 0.04% | 192 |
|
|
2020
Q4 | $283K | Sell |
4,246
-601
| -12% | -$40.1K | 0.05% | 175 |
|
|
2020
Q3 | $335K | Sell |
4,847
-2,851
| -37% | -$197K | 0.06% | 133 |
|
|
2020
Q2 | $481K | Buy |
7,698
+169
| +2% | +$10.6K | 0.11% | 89 |
|
|
2020
Q1 | $454K | Buy |
7,529
+489
| +7% | +$29.5K | 0.12% | 83 |
|
|
2019
Q4 | $447K | Buy |
7,040
+2,538
| +56% | +$161K | 0.09% | 138 |
|
|
2019
Q3 | $292K | Buy |
+4,502
| New | +$292K | 0.07% | 153 |
|