TrustCore Financial Services’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $92K | Buy |
1,312
+220
| +20% | +$15.4K | 0.01% | 363 |
|
|
2022
Q3 | $70K | Sell |
1,092
-112
| -9% | -$7.18K | 0.01% | 400 |
|
|
2022
Q2 | $85K | Hold |
1,204
| – | – | 0.01% | 364 |
|
|
2022
Q1 | $87K | Buy |
1,204
+112
| +10% | +$8.09K | 0.01% | 375 |
|
|
2021
Q4 | $74K | Sell |
1,092
-112
| -9% | -$7.59K | 0.01% | 369 |
|
|
2021
Q3 | $75K | Hold |
1,204
| – | – | 0.01% | 391 |
|
|
2021
Q2 | $79K | Hold |
1,204
| – | – | 0.01% | 377 |
|
|
2021
Q1 | $80K | Hold |
1,204
| – | – | 0.01% | 362 |
|
|
2020
Q4 | $80K | Hold |
1,204
| – | – | 0.01% | 357 |
|
|
2020
Q3 | $83K | Hold |
1,204
| – | – | 0.01% | 323 |
|
|
2020
Q2 | $75K | Sell |
1,204
-1,059
| -47% | -$66K | 0.01% | 342 |
|
|
2020
Q1 | $136K | Hold |
2,263
| – | – | 0.03% | 231 |
|
|
2019
Q4 | $144K | Hold |
2,263
| – | – | 0.03% | 242 |
|
|
2019
Q3 | $147K | Hold |
2,263
| – | – | 0.03% | 234 |
|
|
2019
Q2 | $135K | Buy |
2,263
+1,092
| +93% | +$65.1K | 0.03% | 227 |
|
|
2019
Q1 | $66K | Hold |
1,171
| – | – | 0.02% | 264 |
|
|
2018
Q4 | $58K | Buy |
1,171
+112
| +11% | +$5.55K | 0.03% | 132 |
|
|
2018
Q3 | $50K | Hold |
1,059
| – | – | 0.02% | 311 |
|
|
2018
Q2 | $48K | Hold |
1,059
| – | – | 0.02% | 301 |
|
|
2018
Q1 | $48K | Hold |
1,059
| – | – | 0.02% | 290 |
|
|
2017
Q4 | $51K | Buy |
+1,059
| New | +$51K | 0.02% | 276 |
|