Rowland Carmichael Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $252K | Hold |
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|
2020
Q3 | $261K | Hold |
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|
2020
Q2 | $236K | Buy |
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|
2020
Q1 | $228K | Hold |
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|
2019
Q4 | $240K | Hold |
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|
2019
Q3 | $245K | Buy |
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|
2019
Q2 | $220K | Hold |
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|
2019
Q1 | $208K | Sell |
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|
2018
Q4 | $231K | Hold |
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|
2018
Q3 | $221K | Hold |
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|
2018
Q2 | $214K | Sell |
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|
2018
Q1 | $214K | Hold |
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|
2017
Q4 | $226K | Hold |
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|
2017
Q3 | $223K | Hold |
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|
2017
Q2 | $216K | Hold |
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|
2017
Q1 | $209K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $201K | Sell |
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|
2016
Q2 | $1.16M | Buy |
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|
2016
Q1 | $741K | Buy |
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