Personal Wealth Partners’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,565
| Closed | -$103K | – | 403 |
|
|
2021
Q2 | $103K | Buy |
+1,565
| New | +$103K | 0.04% | 112 |
|
|
2020
Q1 | – | Sell |
-1,057
| Closed | -$67K | – | 636 |
|
|
2019
Q4 | $67K | Sell |
1,057
-167
| -14% | -$10.6K | 0.03% | 130 |
|
|
2019
Q3 | $79K | Buy |
1,224
+36
| +3% | +$2.32K | 0.04% | 119 |
|
|
2019
Q2 | $71K | Buy |
+1,188
| New | +$71K | 0.03% | 112 |
|