Ironwood Financial’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,255
| Closed | -$149K | – | 604 |
|
|
2021
Q2 | $149K | Hold |
2,255
| – | – | 0.04% | 124 |
|
|
2021
Q1 | $150K | Hold |
2,255
| – | – | 0.05% | 115 |
|
|
2020
Q4 | $150K | Hold |
2,255
| – | – | 0.06% | 112 |
|
|
2020
Q3 | $156K | Hold |
2,255
| – | – | 0.08% | 66 |
|
|
2020
Q2 | $141K | Hold |
2,255
| – | – | 0.08% | 65 |
|
|
2020
Q1 | $136K | Sell |
2,255
-375
| -14% | -$22.6K | 0.09% | 50 |
|
|
2019
Q4 | $167K | Hold |
2,630
| – | – | 0.08% | 58 |
|
|
2019
Q3 | $171K | Hold |
2,630
| – | – | 0.08% | 57 |
|
|
2019
Q2 | $156K | Sell |
2,630
-355
| -12% | -$21.1K | 0.08% | 59 |
|
|
2019
Q1 | $168K | Hold |
2,985
| – | – | 0.09% | 56 |
|
|
2018
Q4 | $147K | Sell |
2,985
-975
| -25% | -$48K | 0.08% | 53 |
|
|
2018
Q3 | $187K | Buy |
3,960
+100
| +3% | +$4.72K | 0.1% | 51 |
|
|
2018
Q2 | $176K | Hold |
3,860
| – | – | 0.1% | 48 |
|
|
2018
Q1 | $176K | Hold |
3,860
| – | – | 0.19% | 35 |
|
|
2017
Q4 | $186K | Hold |
3,860
| – | – | 0.11% | 46 |
|
|
2017
Q3 | $183K | Hold |
3,860
| – | – | 0.11% | 48 |
|
|
2017
Q2 | $177K | Hold |
3,860
| – | – | 0.11% | 47 |
|
|
2017
Q1 | $172K | Hold |
3,860
| – | – | 0.11% | 47 |
|
|
2016
Q4 | $157K | Hold |
3,860
| – | – | 0.11% | 48 |
|
|
2016
Q3 | $159K | Hold |
3,860
| – | – | 0.11% | 51 |
|
|
2016
Q2 | $173K | Hold |
3,860
| – | – | 0.13% | 48 |
|
|
2016
Q1 | $161K | Buy |
+3,860
| New | +$161K | 0.12% | 52 |
|
|
2015
Q3 | $137K | Hold |
3,860
| – | – | 0.07% | 79 |
|
|
2015
Q2 | $124K | Hold |
3,860
| – | – | 0.06% | 80 |
|
|
2015
Q1 | $134K | Hold |
3,860
| – | – | 0.06% | 79 |
|
|
2014
Q4 | $139K | Buy |
+3,860
| New | +$139K | 0.08% | 75 |
|