Sullivan, Bruyette, Speros & Blaney’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 |
-4,121
| Closed | -$248K | – | 336 |
|
|
2020
Q1 | $248K | Hold |
4,121
| – | – | 0.02% | 185 |
|
|
2019
Q4 | $262K | Hold |
4,121
| – | – | 0.01% | 209 |
|
|
2019
Q3 | $267K | Hold |
4,121
| – | – | 0.02% | 198 |
|
|
2019
Q2 | $245K | Hold |
4,121
| – | – | 0.01% | 203 |
|
|
2019
Q1 | $232K | Buy |
+4,121
| New | +$232K | 0.01% | 193 |
|