Patriot Financial Group Insurance Agency’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 |
-305
| Closed | -$20K | – | 2104 |
|
|
2020
Q4 | $20K | Hold |
305
| – | – | 0.01% | 980 |
|
|
2020
Q3 | $21K | Buy |
+305
| New | +$21K | 0.01% | 787 |
|
|
2019
Q4 | – | Sell |
-14
| Closed | -$1K | – | 1477 |
|
|
2019
Q3 | $1K | Sell |
14
-21
| -60% | -$1.5K | ﹤0.01% | 1253 |
|
|
2019
Q2 | $2K | Hold |
35
| – | – | ﹤0.01% | 1157 |
|
|
2019
Q1 | $2K | Sell |
35
-397
| -92% | -$22.7K | ﹤0.01% | 1054 |
|
|
2018
Q4 | $21K | Buy |
+432
| New | +$21K | 0.01% | 473 |
|
|
2017
Q2 | – | Sell |
-122
| Closed | -$5K | – | 945 |
|
|
2017
Q1 | $5K | Hold |
122
| – | – | 0.01% | 639 |
|
|
2016
Q4 | $5K | Buy |
+122
| New | +$5K | 0.01% | 578 |
|