tru Independence’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-588
| Closed | -$39 | – | 725 |
|
|
2020
Q4 | $39 | Buy |
+588
| New | +$39 | ﹤0.01% | 501 |
|
|
2020
Q3 | – | Sell |
-150
| Closed | -$9 | – | 865 |
|
|
2020
Q2 | $9 | Hold |
150
| – | – | ﹤0.01% | 619 |
|
|
2020
Q1 | $9 | Hold |
150
| – | – | ﹤0.01% | 453 |
|
|
2019
Q4 | $9K | Buy |
+150
| New | +$9K | ﹤0.01% | 582 |
|