Ironwood Financial’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $149K | Hold |
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|
2021
Q1 | $150K | Hold |
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|
2020
Q4 | $150K | Hold |
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|
2020
Q3 | $156K | Hold |
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|
2020
Q2 | $141K | Hold |
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|
2020
Q1 | $136K | Sell |
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|
2019
Q4 | $167K | Hold |
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|
2019
Q3 | $171K | Hold |
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|
2019
Q2 | $156K | Sell |
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|
2019
Q1 | $168K | Hold |
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|
2018
Q4 | $147K | Sell |
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|
2018
Q3 | $187K | Buy |
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|
2018
Q2 | $176K | Hold |
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|
2018
Q1 | $176K | Hold |
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|
2017
Q4 | $186K | Hold |
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|
2017
Q3 | $183K | Hold |
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|
2017
Q2 | $177K | Hold |
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|
2017
Q1 | $172K | Hold |
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|
2016
Q4 | $157K | Hold |
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|
2016
Q3 | $159K | Hold |
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|
2016
Q2 | $173K | Hold |
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|
2016
Q1 | $161K | Buy |
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|
2015
Q3 | $137K | Hold |
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|
2015
Q2 | $124K | Hold |
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|
2015
Q1 | $134K | Hold |
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|
2014
Q4 | $139K | Buy |
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