Keystone Financial Planning’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $808K | Sell |
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|
2019
Q3 | $848K | Sell |
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|
2019
Q2 | $778K | Sell |
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|
2019
Q1 | $1.13M | Sell |
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|
2018
Q4 | $1.07M | Hold |
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|
2018
Q3 | $1.03M | Sell |
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|
2018
Q2 | $1.01M | Hold |
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|
2018
Q1 | $1.01M | Hold |
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|
2017
Q4 | $1.07M | Hold |
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|
2017
Q3 | $1.05M | Hold |
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|
2017
Q2 | $1.02M | Hold |
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|
2017
Q1 | $986K | Hold |
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|
2016
Q4 | $903K | Hold |
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|
2016
Q3 | $913K | Hold |
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|
2016
Q2 | $993K | Hold |
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|
2016
Q1 | $928K | Hold |
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|
2015
Q4 | $797K | Sell |
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|
2015
Q3 | $842K | Hold |
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|
2015
Q2 | $765K | Buy |
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