Nachman Norwood & Parrott’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 | $210K | Sell |
3,171
-26
| -0.8% | -$1.72K | 0.02% | 279 |
|
|
2021
Q1 | $212K | Buy |
3,197
+12
| +0.4% | +$796 | 0.02% | 264 |
|
|
2020
Q4 | $212K | Buy |
3,185
+23
| +0.7% | +$1.53K | 0.02% | 260 |
|
|
2020
Q3 | $218K | Buy |
+3,162
| New | +$218K | 0.03% | 232 |
|
|
2019
Q4 | – | Sell |
-3,073
| Closed | -$200K | – | 253 |
|
|
2019
Q3 | $200K | Sell |
3,073
-2,526
| -45% | -$164K | 0.04% | 232 |
|
|
2019
Q2 | $333K | Buy |
5,599
+96
| +2% | +$5.71K | 0.06% | 189 |
|
|
2019
Q1 | $309K | Buy |
5,503
+12
| +0.2% | +$674 | 0.06% | 182 |
|
|
2018
Q4 | $270K | Buy |
+5,491
| New | +$270K | 0.06% | 189 |
|