SVA Wealth Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $374K | Buy |
5,614
+620
| +12% | +$41.3K | 0.03% | 189 |
|
|
2020
Q3 | $345K | Buy |
4,994
+30
| +0.6% | +$2.07K | 0.03% | 169 |
|
|
2020
Q2 | $310K | Hold |
4,964
| – | – | 0.03% | 170 |
|
|
2020
Q1 | $299K | Hold |
4,964
| – | – | 0.03% | 166 |
|
|
2019
Q4 | $315K | Sell |
4,964
-336
| -6% | -$21.3K | 0.03% | 174 |
|
|
2019
Q3 | $344K | Buy |
+5,300
| New | +$344K | 0.03% | 167 |
|
|
2018
Q2 | – | Sell |
-4,576
| Closed | -$217K | – | 233 |
|
|
2018
Q1 | $217K | Hold |
4,576
| – | – | 0.03% | 198 |
|
|
2017
Q4 | $220K | Hold |
4,576
| – | – | 0.03% | 195 |
|
|
2017
Q3 | $217K | Buy |
4,576
+71
| +2% | +$3.37K | 0.03% | 198 |
|
|
2017
Q2 | $207K | Sell |
4,505
-160
| -3% | -$7.35K | 0.03% | 194 |
|
|
2017
Q1 | $207K | Buy |
+4,665
| New | +$207K | 0.03% | 187 |
|
|
2016
Q3 | – | Sell |
-4,746
| Closed | -$213K | – | 205 |
|
|
2016
Q2 | $213K | Sell |
4,746
-172
| -3% | -$7.72K | 0.03% | 188 |
|
|
2016
Q1 | $206K | Buy |
+4,918
| New | +$206K | 0.03% | 191 |
|