Inspire Investing’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-7,093
| Closed | -$428K | – | 753 |
|
|
2020
Q1 | $428K | Sell |
7,093
-4,174
| -37% | -$252K | 0.17% | 115 |
|
|
2019
Q4 | $715K | Buy |
11,267
+1,040
| +10% | +$66K | 0.26% | 94 |
|
|
2019
Q3 | $664K | Buy |
+10,227
| New | +$664K | 0.25% | 92 |
|
|
2018
Q4 | – | Sell |
-5,205
| Closed | -$246K | – | 248 |
|
|
2018
Q3 | $246K | Sell |
5,205
-6,703
| -56% | -$317K | 0.15% | 198 |
|
|
2018
Q2 | $544K | Buy |
11,908
+841
| +8% | +$38.4K | 0.39% | 44 |
|
|
2018
Q1 | $503K | Buy |
11,067
+7,403
| +202% | +$336K | 0.51% | 10 |
|
|
2017
Q4 | $176K | Buy |
+3,664
| New | +$176K | 0.15% | 154 |
|