SG
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Swarthmore Group’s Xcel Energy XEL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-18,400
Closed -$1.22M 45
2021
Q1
$1.22M Buy
+18,400
New +$1.22M 0.33% 37
2020
Q4
Sell
-26,150
Closed -$1.81M 42
2020
Q3
$1.81M Hold
26,150
0.57% 34
2020
Q2
$1.63M Buy
+26,150
New +$1.63M 0.56% 36
2020
Q1
Sell
-26,150
Closed -$1.66M 38
2019
Q4
$1.66M Buy
26,150
+5,850
+29% +$371K 0.39% 33
2019
Q3
$1.32M Buy
+20,300
New +$1.32M 0.33% 32