OAM
Optimal Asset Management’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $992K | Buy |
15,869
+42
| +0.3% | +$2.63K | 0.12% | 233 |
|
|
2021
Q2 | $1.04M | Buy |
15,827
+26
| +0.2% | +$1.71K | 0.12% | 234 |
|
|
2021
Q1 | $1.05M | Buy |
15,801
+1,301
| +9% | +$86.5K | 0.14% | 225 |
|
|
2020
Q4 | $967K | Sell |
14,500
-14,540
| -50% | -$970K | 0.14% | 239 |
|
|
2020
Q3 | $2M | Buy |
29,040
+20,213
| +229% | +$1.39M | 0.29% | 120 |
|
|
2020
Q2 | $552K | Buy |
+8,827
| New | +$552K | 0.09% | 313 |
|