Mariner Independent Advisor Network’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-11,267
| Closed | -$751K | – | 461 |
|
|
2020
Q4 | $751K | Buy |
11,267
+574
| +5% | +$38.3K | 0.04% | 318 |
|
|
2020
Q3 | $738K | Sell |
10,693
-994
| -9% | -$68.6K | 0.06% | 242 |
|
|
2020
Q2 | $749K | Sell |
11,687
-656
| -5% | -$42K | 0.07% | 234 |
|
|
2020
Q1 | $718K | Buy |
12,343
+204
| +2% | +$11.9K | 0.06% | 247 |
|
|
2019
Q4 | $770K | Buy |
+12,139
| New | +$770K | 0.06% | 272 |
|