Simplicity Solutions’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $993K | Buy |
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|
2023
Q3 | $390K | Sell |
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|
2023
Q2 | $732K | Sell |
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|
2023
Q1 | $1.19M | Buy |
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|
2022
Q4 | $270K | Sell |
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|
2022
Q3 | $257K | Buy |
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|
2022
Q2 | $211K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $558K | Buy |
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|
2020
Q3 | $553K | Buy |
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|
2020
Q2 | $426K | Sell |
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|
2020
Q1 | $800K | Buy |
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|
2019
Q4 | $634K | Buy |
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|
2019
Q3 | $391K | Sell |
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|
2019
Q2 | $376K | Sell |
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|
2019
Q1 | $606K | Sell |
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|
2018
Q4 | $534K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $606K | Buy |
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