Mid Atlantic Financial 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
Q1 | – | Sell |
-3,375
| Closed | -$225K | – | 899 |
|
|
2020
Q4 | $225K | Hold |
3,375
| – | – | 0.02% | 684 |
|
|
2020
Q3 | $248K | Buy |
3,375
+36
| +1% | +$2.65K | 0.02% | 590 |
|
|
2020
Q2 | $209K | Sell |
3,339
-122
| -4% | -$7.64K | 0.02% | 624 |
|
|
2020
Q1 | $209K | Sell |
3,461
-104
| -3% | -$6.28K | 0.02% | 552 |
|
|
2019
Q4 | $226K | Buy |
3,565
+2
| +0.1% | +$127 | 0.02% | 612 |
|
|
2019
Q3 | $231K | Sell |
3,563
-528
| -13% | -$34.2K | 0.02% | 587 |
|
|
2019
Q2 | $243K | Buy |
4,091
+532
| +15% | +$31.6K | 0.03% | 584 |
|
|
2019
Q1 | $200K | Sell |
3,559
-763
| -18% | -$42.9K | 0.02% | 632 |
|
|
2018
Q4 | $213K | Buy |
+4,322
| New | +$213K | 0.03% | 576 |
|