Retirement 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
Q3 | – | Sell |
-190
| Closed | -$13K | – | 817 |
|
|
2022
Q2 | $13K | Hold |
190
| – | – | 0.01% | 398 |
|
|
2022
Q1 | $14K | Buy |
190
+37
| +24% | +$2.73K | 0.01% | 407 |
|
|
2021
Q4 | $10K | Buy |
+153
| New | +$10K | ﹤0.01% | 450 |
|
|
2020
Q4 | – | Sell |
-50
| Closed | -$3K | – | 750 |
|
|
2020
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 547 |
|
|
2020
Q2 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 519 |
|
|
2019
Q4 | $3K | Buy |
+49
| New | +$3K | ﹤0.01% | 509 |
|