Shine Investment Advisory Services’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $44K | Hold |
635
| – | – | 0.01% | 317 |
|
|
2020
Q2 | $40K | Hold |
635
| – | – | 0.01% | 339 |
|
|
2020
Q1 | $38K | Hold |
635
| – | – | 0.02% | 308 |
|
|
2019
Q4 | $40K | Buy |
635
+35
| +6% | +$2.21K | 0.02% | 365 |
|
|
2019
Q3 | $39K | Hold |
600
| – | – | 0.02% | 356 |
|
|
2019
Q2 | $36K | Hold |
600
| – | – | 0.02% | 369 |
|
|
2019
Q1 | $34K | Hold |
600
| – | – | 0.02% | 378 |
|
|
2018
Q4 | $30K | Hold |
600
| – | – | 0.01% | 374 |
|
|
2018
Q3 | $28K | Hold |
600
| – | – | 0.01% | 406 |
|
|
2018
Q2 | $27K | Buy |
+600
| New | +$27K | 0.01% | 411 |
|