Optimal Asset Management’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
Q3
$992K Buy
2021
Q2
$1.04M Buy
2021
Q1
$1.05M Buy
2020
Q4
$967K Sell
2020
Q3
$2M Buy
2020
Q2
$552K Buy