JOYN Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-447
| Closed | -$22K | – | 1442 |
|
|
2018
Q4 | $22K | Buy |
447
+46
| +11% | +$2.26K | 0.01% | 633 |
|
|
2018
Q3 | $19K | Buy |
401
+72
| +22% | +$3.41K | ﹤0.01% | 712 |
|
|
2018
Q2 | $15K | Buy |
329
+316
| +2,431% | +$14.4K | ﹤0.01% | 770 |
|
|
2018
Q1 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1241 |
|