TRUE Private Wealth Advisors’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 |
-1,422
| Closed | -$95K | – | 713 |
|
|
2020
Q4 | $95K | Buy |
1,422
+2
| +0.1% | +$134 | 0.02% | 279 |
|
|
2020
Q3 | $98K | Buy |
1,420
+193
| +16% | +$13.3K | 0.02% | 249 |
|
|
2020
Q2 | $77K | Buy |
1,227
+3
| +0.2% | +$188 | 0.01% | 277 |
|
|
2020
Q1 | $74K | Buy |
1,224
+2
| +0.2% | +$121 | 0.02% | 246 |
|
|
2019
Q4 | $78K | Buy |
+1,222
| New | +$78K | 0.01% | 322 |
|
|
2019
Q3 | – | Sell |
-1,218
| Closed | -$72K | – | 725 |
|
|
2019
Q2 | $72K | Buy |
+1,218
| New | +$72K | 0.01% | 297 |
|
|
2018
Q4 | – | Sell |
-2,680
| Closed | -$127K | – | 925 |
|
|
2018
Q3 | $127K | Buy |
+2,680
| New | +$127K | 0.02% | 319 |
|