Lavaca Capital’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,850
| Closed | -$244K | – | 99 |
|
|
2019
Q4 | $244K | Hold |
3,850
| – | – | 0.19% | 68 |
|
|
2019
Q3 | $250K | Hold |
3,850
| – | – | 0.19% | 72 |
|
|
2019
Q2 | $229K | Hold |
3,850
| – | – | 0.18% | 77 |
|
|
2019
Q1 | $216K | Hold |
3,850
| – | – | 0.18% | 65 |
|
|
2018
Q4 | $190K | Buy |
+3,850
| New | +$190K | 0.19% | 60 |
|