Optimum Investment Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-700
| Closed | -$44K | – | 870 |
|
|
2021
Q3 | $44K | Sell |
700
-170
| -20% | -$10.7K | 0.02% | 473 |
|
|
2021
Q2 | $57K | Hold |
870
| – | – | 0.02% | 477 |
|
|
2021
Q1 | $58K | Buy |
870
+100
| +13% | +$6.67K | 0.02% | 471 |
|
|
2020
Q4 | $51K | Sell |
770
-306
| -28% | -$20.3K | 0.02% | 478 |
|
|
2020
Q3 | $74K | Buy |
1,076
+30
| +3% | +$2.06K | 0.02% | 383 |
|
|
2020
Q2 | $65K | Buy |
1,046
+205
| +24% | +$12.7K | 0.02% | 392 |
|
|
2020
Q1 | $51K | Sell |
841
-205
| -20% | -$12.4K | 0.02% | 425 |
|
|
2019
Q4 | $66K | Hold |
1,046
| – | – | 0.02% | 468 |
|
|
2019
Q3 | $68K | Hold |
1,046
| – | – | 0.02% | 451 |
|
|
2019
Q2 | $62K | Hold |
1,046
| – | – | 0.02% | 464 |
|
|
2019
Q1 | $59K | Hold |
1,046
| – | – | 0.02% | 476 |
|
|
2018
Q4 | $52K | Hold |
1,046
| – | – | 0.02% | 469 |
|
|
2018
Q3 | $49K | Sell |
1,046
-808
| -44% | -$37.9K | 0.01% | 533 |
|
|
2018
Q2 | $85K | Hold |
1,854
| – | – | 0.02% | 427 |
|
|
2018
Q1 | $84K | Buy |
+1,854
| New | +$84K | 0.02% | 440 |
|
|
2015
Q1 | $28K | Hold |
808
| – | – | 0.01% | 626 |
|
|
2014
Q4 | $29K | Hold |
808
| – | – | 0.01% | 632 |
|
|
2014
Q3 | $25K | Hold |
808
| – | – | 0.01% | 606 |
|
|
2014
Q2 | $26K | Hold |
808
| – | – | 0.01% | 618 |
|
|
2014
Q1 | $25K | Hold |
808
| – | – | 0.01% | 482 |
|
|
2013
Q4 | $23K | Hold |
808
| – | – | 0.01% | 495 |
|
|
2013
Q3 | $22K | Buy |
+808
| New | +$22K | 0.01% | 480 |
|