Leelyn Smith’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-580
| Closed | -$10.5K | – | 445 |
|
|
2022
Q4 | $10.5K | Buy |
580
+150
| +35% | +$2.73K | ﹤0.01% | 316 |
|
|
2022
Q3 | $28K | Sell |
430
-650
| -60% | -$42.3K | 0.01% | 201 |
|
|
2022
Q2 | $76K | Hold |
1,080
| – | – | 0.02% | 175 |
|
|
2022
Q1 | $78K | Hold |
1,080
| – | – | 0.02% | 176 |
|
|
2021
Q4 | $73K | Sell |
1,080
-180
| -14% | -$12.2K | 0.02% | 189 |
|
|
2021
Q3 | $79K | Hold |
1,260
| – | – | 0.02% | 178 |
|
|
2021
Q2 | $83K | Hold |
1,260
| – | – | 0.02% | 178 |
|
|
2021
Q1 | $84K | Sell |
1,260
-1,345
| -52% | -$89.7K | 0.03% | 185 |
|
|
2020
Q4 | $174K | Sell |
2,605
-100
| -4% | -$6.68K | 0.06% | 121 |
|
|
2020
Q3 | $187K | Hold |
2,705
| – | – | 0.07% | 121 |
|
|
2020
Q2 | $169K | Buy |
2,705
+180
| +7% | +$11.2K | 0.07% | 121 |
|
|
2020
Q1 | $152K | Hold |
2,525
| – | – | 0.08% | 116 |
|
|
2019
Q4 | $159 | Buy |
+2,525
| New | +$159 | 0.08% | 120 |
|