M&R Capital Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-629
| Closed | -$43K | – | 473 |
|
|
2020
Q3 | $43K | Hold |
629
| – | – | 0.01% | 254 |
|
|
2020
Q2 | $39K | Sell |
629
-105
| -14% | -$6.51K | 0.01% | 256 |
|
|
2020
Q1 | $44K | Hold |
734
| – | – | 0.01% | 246 |
|
|
2019
Q4 | $46K | Hold |
734
| – | – | 0.01% | 272 |
|
|
2019
Q3 | $47K | Hold |
734
| – | – | 0.01% | 282 |
|
|
2019
Q2 | $43K | Hold |
734
| – | – | 0.01% | 292 |
|
|
2019
Q1 | $41K | Hold |
734
| – | – | 0.01% | 297 |
|
|
2018
Q4 | $36K | Sell |
734
-155
| -17% | -$7.6K | 0.01% | 291 |
|
|
2018
Q3 | $41K | Buy |
889
+155
| +21% | +$7.15K | 0.01% | 307 |
|
|
2018
Q2 | $33K | Hold |
734
| – | – | 0.01% | 330 |
|
|
2018
Q1 | $33K | Hold |
734
| – | – | 0.01% | 343 |
|
|
2017
Q4 | $35K | Hold |
734
| – | – | 0.01% | 334 |
|
|
2017
Q3 | $34K | Hold |
734
| – | – | 0.01% | 337 |
|
|
2017
Q2 | $35K | Hold |
734
| – | – | 0.01% | 329 |
|
|
2017
Q1 | $32K | Hold |
734
| – | – | 0.01% | 335 |
|
|
2016
Q4 | $29K | Hold |
734
| – | – | 0.01% | 334 |
|
|
2016
Q3 | $30K | Hold |
734
| – | – | 0.01% | 329 |
|
|
2016
Q2 | $32K | Buy |
+734
| New | +$32K | 0.01% | 322 |
|