Kore Private Wealth’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,730
| Closed | -$108K | – | 1104 |
|
|
2020
Q2 | $108K | Hold |
1,730
| – | – | 0.02% | 325 |
|
|
2020
Q1 | $104K | Hold |
1,730
| – | – | 0.02% | 308 |
|
|
2019
Q4 | $110K | Buy |
+1,730
| New | +$110K | 0.02% | 348 |
|
|
2019
Q2 | – | Sell |
-2,370
| Closed | -$133K | – | 799 |
|
|
2019
Q1 | $133K | Buy |
+2,370
| New | +$133K | 0.03% | 255 |
|