O'Shares Investment Advisers’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-20,910
| Closed | -$1.26M | – | 395 |
|
|
2020
Q1 | $1.26M | Sell |
20,910
-17
| -0.1% | -$1.03K | 0.22% | 79 |
|
|
2019
Q4 | $1.33M | Buy |
20,927
+1,087
| +5% | +$69K | 0.18% | 96 |
|
|
2019
Q3 | $1.29M | Sell |
19,840
-4,895
| -20% | -$318K | 0.19% | 94 |
|
|
2019
Q2 | $1.47M | Buy |
24,735
+1,445
| +6% | +$85.9K | 0.24% | 84 |
|
|
2019
Q1 | $1.31M | Buy |
23,290
+680
| +3% | +$38.2K | 0.22% | 89 |
|
|
2018
Q4 | $1.11M | Buy |
+22,610
| New | +$1.11M | 0.21% | 95 |
|