Northwest Wealth Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,045
| Closed | -$59K | – | 480 |
|
|
2019
Q1 | $59K | Sell |
1,045
-913
| -47% | -$51.5K | 0.04% | 208 |
|
|
2018
Q4 | $96K | Buy |
1,958
+7
| +0.4% | +$343 | 0.08% | 151 |
|
|
2018
Q3 | $92K | Buy |
1,951
+7
| +0.4% | +$330 | 0.07% | 162 |
|
|
2018
Q2 | $89K | Buy |
1,944
+8
| +0.4% | +$366 | 0.07% | 162 |
|
|
2018
Q1 | $88K | Buy |
+1,936
| New | +$88K | 0.07% | 160 |
|