Valeo Financial Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,756
| Closed | -$418K | – | 677 |
|
|
2023
Q4 | $418K | Buy |
+6,756
| New | +$418K | 0.02% | 408 |
|
|
2020
Q3 | – | Sell |
-211
| Closed | -$13K | – | 2101 |
|
|
2020
Q2 | $13K | Buy |
211
+184
| +681% | +$11.3K | ﹤0.01% | 1142 |
|
|
2020
Q1 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 1536 |
|
|
2019
Q4 | – | Sell |
-140
| Closed | -$9K | – | 1724 |
|
|
2019
Q3 | $9K | Hold |
140
| – | – | ﹤0.01% | 1056 |
|
|
2019
Q2 | $8K | Sell |
140
-89
| -39% | -$5.09K | ﹤0.01% | 1091 |
|
|
2019
Q1 | $13K | Hold |
229
| – | – | ﹤0.01% | 901 |
|
|
2018
Q4 | $11K | Sell |
229
-29
| -11% | -$1.39K | ﹤0.01% | 858 |
|
|
2018
Q3 | $13K | Buy |
258
+169
| +190% | +$8.52K | ﹤0.01% | 887 |
|
|
2018
Q2 | $4K | Hold |
89
| – | – | ﹤0.01% | 1209 |
|
|
2018
Q1 | $4K | Hold |
89
| – | – | ﹤0.01% | 1216 |
|
|
2017
Q4 | $4K | Buy |
+89
| New | +$4K | ﹤0.01% | 1084 |
|