Sun Life Financial’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-319
| Closed | -$21K | – | 490 |
|
|
2021
Q1 | $21K | Buy |
319
+8
| +3% | +$527 | ﹤0.01% | 265 |
|
|
2020
Q4 | $21K | Sell |
311
-4
| -1% | -$270 | ﹤0.01% | 249 |
|
|
2020
Q3 | $22K | Buy |
315
+4
| +1% | +$279 | ﹤0.01% | 229 |
|
|
2020
Q2 | $19K | Sell |
311
-6
| -2% | -$367 | ﹤0.01% | 215 |
|
|
2020
Q1 | $19K | Buy |
317
+7
| +2% | +$420 | ﹤0.01% | 201 |
|
|
2019
Q4 | $20K | Sell |
310
-117
| -27% | -$7.55K | 0.01% | 218 |
|
|
2019
Q3 | $28K | Buy |
427
+11
| +3% | +$721 | 0.01% | 358 |
|
|
2019
Q2 | $25K | Sell |
416
-463
| -53% | -$27.8K | 0.01% | 366 |
|
|
2019
Q1 | $49K | Sell |
879
-526
| -37% | -$29.3K | 0.01% | 359 |
|
|
2018
Q4 | $69K | Buy |
1,405
+8
| +0.6% | +$393 | 0.01% | 336 |
|
|
2018
Q3 | $66K | Buy |
1,397
+19
| +1% | +$898 | 0.01% | 386 |
|
|
2018
Q2 | $63K | Buy |
1,378
+1,273
| +1,212% | +$58.2K | 0.01% | 388 |
|
|
2018
Q1 | $2.31K | Sell |
105
-1,008
| -91% | -$22.2K | 0.02% | 198 |
|
|
2017
Q4 | $54K | Sell |
1,113
-2,629
| -70% | -$128K | 0.01% | 263 |
|
|
2017
Q3 | $177K | Buy |
3,742
+27
| +0.7% | +$1.28K | 0.02% | 249 |
|
|
2017
Q2 | $170K | Buy |
3,715
+3,703
| +30,858% | +$169K | 0.02% | 256 |
|
|
2017
Q1 | $274 | Buy |
12
+1
| +9% | +$23 | ﹤0.01% | 226 |
|
|
2016
Q4 | $272 | Buy |
+11
| New | +$272 | ﹤0.01% | 177 |
|