Omnia Family Wealth’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 |
-3,479
| Closed | -$233K | – | 78 |
|
|
2020
Q4 | $233K | Sell |
3,479
-200
| -5% | -$13.4K | 0.21% | 65 |
|
|
2020
Q3 | $255K | Hold |
3,679
| – | – | 0.24% | 56 |
|
|
2020
Q2 | $232K | Hold |
3,679
| – | – | 0.23% | 61 |
|
|
2020
Q1 | $223K | Buy |
3,679
+200
| +6% | +$12.1K | 0.23% | 65 |
|
|
2019
Q4 | $222K | Hold |
3,479
| – | – | 0.1% | 88 |
|
|
2019
Q3 | $227K | Hold |
3,479
| – | – | 0.17% | 78 |
|
|
2019
Q2 | $207K | Hold |
3,479
| – | – | 0.1% | 92 |
|
|
2019
Q1 | $197K | Hold |
3,479
| – | – | 0.1% | 90 |
|
|
2018
Q4 | $173K | Hold |
3,479
| – | – | 0.09% | 94 |
|
|
2018
Q3 | $166K | Hold |
3,479
| – | – | 0.08% | 96 |
|
|
2018
Q2 | $160K | Hold |
3,479
| – | – | 0.07% | 95 |
|
|
2018
Q1 | $160K | Hold |
3,479
| – | – | 0.07% | 96 |
|
|
2017
Q4 | $169K | Hold |
3,479
| – | – | 0.08% | 97 |
|
|
2017
Q3 | $166K | Hold |
3,479
| – | – | 0.08% | 99 |
|
|
2017
Q2 | $161K | Hold |
3,479
| – | – | 0.08% | 101 |
|
|
2017
Q1 | $156K | Hold |
3,479
| – | – | 0.08% | 98 |
|
|
2016
Q4 | $143K | Buy |
+3,479
| New | +$143K | 0.07% | 101 |
|