San Francisco Sentry Investment Group’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-35
| Closed | -$2K | – | 727 |
|
|
2020
Q3 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 621 |
|
|
2020
Q2 | – | Sell |
-66
| Closed | -$4K | – | 886 |
|
|
2020
Q1 | $4K | Hold |
66
| – | – | ﹤0.01% | 592 |
|
|
2019
Q4 | $4K | Hold |
66
| – | – | ﹤0.01% | 664 |
|
|
2019
Q3 | $4K | Hold |
66
| – | – | ﹤0.01% | 657 |
|
|
2019
Q2 | $4K | Hold |
66
| – | – | ﹤0.01% | 661 |
|
|
2019
Q1 | $4K | Hold |
66
| – | – | ﹤0.01% | 676 |
|
|
2018
Q4 | $3K | Hold |
66
| – | – | ﹤0.01% | 720 |
|
|
2018
Q3 | $3K | Buy |
+66
| New | +$3K | ﹤0.01% | 729 |
|