VAG
VisionPoint Advisory Group’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,761
| Closed | -$227K | – | 140 |
|
|
2020
Q1 | $227K | Sell |
3,761
-41,023
| -92% | -$2.48M | 0.11% | 103 |
|
|
2019
Q4 | $2.84M | Buy |
44,784
+3,731
| +9% | +$237K | 1.18% | 20 |
|
|
2019
Q3 | $2.65M | Buy |
41,053
+2,058
| +5% | +$133K | 0.73% | 20 |
|
|
2019
Q2 | $2.32M | Buy |
38,995
+1,177
| +3% | +$70K | 0.67% | 24 |
|
|
2019
Q1 | $2.13M | Buy |
37,818
+1,388
| +4% | +$78K | 0.6% | 26 |
|
|
2018
Q4 | $1.8M | Buy |
+36,430
| New | +$1.8M | 0.58% | 30 |
|