Meitav Investment House’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 |
-5,316
| Closed | -$338K | – | 458 |
|
|
2019
Q4 | $338K | Hold |
5,316
| – | – | 0.02% | 303 |
|
|
2019
Q3 | $346K | Buy |
+5,316
| New | +$346K | 0.02% | 300 |
|
|
2019
Q2 | – | Sell |
-6,432
| Closed | -$361K | – | 490 |
|
|
2019
Q1 | $361K | Buy |
+6,432
| New | +$361K | 0.02% | 287 |
|
|
2018
Q4 | – | Sell |
-10,000
| Closed | -$466K | – | 454 |
|
|
2018
Q3 | $466K | Hold |
10,000
| – | – | 0.02% | 327 |
|
|
2018
Q2 | $457K | Sell |
10,000
-10,321
| -51% | -$472K | 0.02% | 328 |
|
|
2018
Q1 | $924K | Buy |
+20,321
| New | +$924K | 0.05% | 176 |
|