Signet Financial Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-300
| Closed | -$20K | – | 1348 |
|
|
2021
Q4 | $20K | Buy |
+300
| New | +$20K | ﹤0.01% | 881 |
|
|
2018
Q4 | – | Sell |
-407
| Closed | -$19K | – | 826 |
|
|
2018
Q3 | $19K | Hold |
407
| – | – | ﹤0.01% | 518 |
|
|
2018
Q2 | $19K | Hold |
407
| – | – | ﹤0.01% | 533 |
|
|
2018
Q1 | $19K | Buy |
+407
| New | +$19K | ﹤0.01% | 482 |
|