Sawyer & Company’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-6,815
| Closed | -$405K | – | 181 |
|
|
2019
Q2 | $405K | Sell |
6,815
-150
| -2% | -$8.91K | 0.27% | 85 |
|
|
2019
Q1 | $392K | Sell |
6,965
-84
| -1% | -$4.73K | 0.26% | 86 |
|
|
2018
Q4 | $347K | Sell |
7,049
-850
| -11% | -$41.8K | 0.25% | 85 |
|
|
2018
Q3 | $373K | Sell |
7,899
-200
| -2% | -$9.44K | 0.23% | 88 |
|
|
2018
Q2 | $370K | Hold |
8,099
| – | – | 0.24% | 87 |
|
|
2018
Q1 | $368K | Hold |
8,099
| – | – | 0.25% | 83 |
|
|
2017
Q4 | $390K | Buy |
+8,099
| New | +$390K | 0.26% | 86 |
|