Squar Milner Financial 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
Q2 | – | Sell |
-119
| Closed | -$7K | – | 760 |
|
|
2020
Q1 | $7K | Sell |
119
-6
| -5% | -$353 | ﹤0.01% | 574 |
|
|
2019
Q4 | $7K | Buy |
+125
| New | +$7K | ﹤0.01% | 617 |
|
|
2019
Q3 | – | Sell |
-8
| Closed | – | – | 734 |
|
|
2019
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 899 |
|
|
2019
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 851 |
|
|
2018
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 779 |
|
|
2018
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 873 |
|
|
2018
Q2 | $0 | Buy |
+8
| New | – | ﹤0.01% | 852 |
|