Liberty Wealth Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-269
| Closed | -$17K | – | 1196 |
|
|
2021
Q1 | $17K | Hold |
269
| – | – | 0.01% | 494 |
|
|
2020
Q4 | $17K | Buy |
269
+227
| +540% | +$14.3K | 0.01% | 490 |
|
|
2020
Q3 | $3K | Buy |
+42
| New | +$3K | ﹤0.01% | 730 |
|
|
2020
Q1 | – | Sell |
-102
| Closed | -$6K | – | 1006 |
|
|
2019
Q4 | $6K | Buy |
+102
| New | +$6K | ﹤0.01% | 652 |
|