TrueWealth LLC’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $39K | Hold |
626
| – | – | 0.02% | 299 |
|
|
2020
Q1 | $38K | Hold |
626
| – | – | 0.02% | 282 |
|
|
2019
Q4 | $40K | Hold |
626
| – | – | 0.02% | 296 |
|
|
2019
Q3 | $41K | Sell |
626
-756
| -55% | -$49.5K | 0.02% | 286 |
|
|
2019
Q2 | $82K | Hold |
1,382
| – | – | 0.04% | 220 |
|
|
2019
Q1 | $78K | Hold |
1,382
| – | – | 0.04% | 220 |
|
|
2018
Q4 | $68K | Sell |
1,382
-23
| -2% | -$1.13K | 0.03% | 217 |
|
|
2018
Q3 | $66K | Hold |
1,405
| – | – | 0.03% | 232 |
|
|
2018
Q2 | $64K | Buy |
1,405
+756
| +116% | +$34.4K | 0.03% | 231 |
|
|
2018
Q1 | $30K | Sell |
649
-25
| -4% | -$1.16K | 0.02% | 311 |
|
|
2017
Q4 | $32K | Buy |
+674
| New | +$32K | 0.02% | 349 |
|