Meridian Wealth Partners’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 |
-553
| Closed | -$36K | – | 1287 |
|
|
2021
Q1 | $36K | Buy |
553
+54
| +11% | +$3.52K | 0.01% | 189 |
|
|
2020
Q4 | $33K | Buy |
499
+3
| +0.6% | +$198 | 0.01% | 167 |
|
|
2020
Q3 | $34K | Sell |
496
-26
| -5% | -$1.78K | 0.02% | 155 |
|
|
2020
Q2 | $33K | Buy |
522
+4
| +0.8% | +$253 | 0.02% | 159 |
|
|
2020
Q1 | $31K | Buy |
518
+3
| +0.6% | +$180 | 0.02% | 147 |
|
|
2019
Q4 | $33K | Buy |
+515
| New | +$33K | 0.02% | 153 |
|