Patton Albertson Miller Group’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,155
| Closed | -$281K | – | 258 |
|
|
2021
Q4 | $281K | Hold |
4,155
| – | – | 0.05% | 224 |
|
|
2021
Q3 | $260K | Sell |
4,155
-300
| -7% | -$18.8K | 0.05% | 223 |
|
|
2021
Q2 | $293K | Hold |
4,455
| – | – | 0.07% | 184 |
|
|
2021
Q1 | $296K | Hold |
4,455
| – | – | 0.07% | 177 |
|
|
2020
Q4 | $270K | Hold |
4,455
| – | – | 0.06% | 186 |
|
|
2020
Q3 | $307K | Sell |
4,455
-475
| -10% | -$32.7K | 0.09% | 176 |
|
|
2020
Q2 | $308K | Hold |
4,930
| – | – | 0.09% | 176 |
|
|
2020
Q1 | $297K | Sell |
4,930
-1,560
| -24% | -$94K | 0.1% | 176 |
|
|
2019
Q4 | $412K | Sell |
6,490
-375
| -5% | -$23.8K | 0.11% | 176 |
|
|
2019
Q3 | $445K | Buy |
6,865
+950
| +16% | +$61.6K | 0.13% | 172 |
|
|
2019
Q2 | $365K | Buy |
+5,915
| New | +$365K | 0.11% | 183 |
|