SG
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 |
|