Mosaic Family Wealth’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $709K | Hold |
|
|||||
|
2021
Q3 | $655K | Hold |
|
|||||
|
2021
Q2 | $690K | Sell |
|
|||||
|
2021
Q1 | $699K | Hold |
|
|||||
|
2020
Q4 | $701K | Hold |
|
|||||
|
2020
Q3 | $726K | Hold |
|
|||||
|
2020
Q2 | $657K | Hold |
|
|||||
|
2020
Q1 | $634K | Hold |
|
|||||
|
2019
Q4 | $668K | Hold |
|
|||||
|
2019
Q3 | $682K | Hold |
|
|||||
|
2019
Q2 | $626K | Buy |
|
|||||
|
2019
Q1 | $589K | Hold |
|
|||||
|
2018
Q4 | $516K | Hold |
|
|||||
|
2018
Q3 | $538K | Hold |
|
|||||
|
2018
Q2 | $479K | Hold |
|
|||||
|
2018
Q1 | $477K | Hold |
|
|||||
|
2017
Q4 | $504K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $5K | Buy |
|