Taylor Hoffman 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
Q3 | – | Sell |
-800
| Closed | -$50K | – | 374 |
|
|
2020
Q2 | $50K | Buy |
+800
| New | +$50K | 0.03% | 197 |
|
|
2020
Q1 | – | Sell |
-800
| Closed | -$51K | – | 396 |
|
|
2019
Q4 | $51K | Hold |
800
| – | – | 0.03% | 208 |
|
|
2019
Q3 | $52K | Hold |
800
| – | – | 0.04% | 202 |
|
|
2019
Q2 | $48K | Hold |
800
| – | – | 0.04% | 194 |
|
|
2019
Q1 | $45K | Hold |
800
| – | – | 0.03% | 199 |
|
|
2018
Q4 | $39K | Hold |
800
| – | – | 0.03% | 192 |
|
|
2018
Q3 | $38K | Hold |
800
| – | – | 0.03% | 199 |
|
|
2018
Q2 | $37K | Hold |
800
| – | – | 0.03% | 194 |
|
|
2018
Q1 | $36K | Buy |
+800
| New | +$36K | 0.03% | 205 |
|