ISB
Iowa State Bank’s Xcel Energy XEL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-3,400
| Closed | -$226K | – | 123 |
|
2021
Q1 | $226K | Hold |
3,400
| – | – | 0.07% | 115 |
|
2020
Q4 | $227K | Hold |
3,400
| – | – | 0.08% | 114 |
|
2020
Q3 | $235K | Hold |
3,400
| – | – | 0.09% | 107 |
|
2020
Q2 | $213K | Hold |
3,400
| – | – | 0.09% | 104 |
|
2020
Q1 | $205K | Hold |
3,400
| – | – | 0.1% | 116 |
|
2019
Q4 | $216K | Hold |
3,400
| – | – | 0.08% | 127 |
|
2019
Q3 | $221K | Hold |
3,400
| – | – | 0.08% | 123 |
|
2019
Q2 | $202K | Buy |
+3,400
| New | +$202K | 0.09% | 100 |
|