Wealth Quarterback’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $77K | Buy |
1,220
+6
| +0.5% | +$379 | 0.05% | 183 |
|
|
2021
Q2 | $80K | Buy |
+1,214
| New | +$80K | 0.05% | 192 |
|
|
2020
Q2 | – | Sell |
-1,188
| Closed | -$71.6K | – | 803 |
|
|
2020
Q1 | $71.6K | Buy |
1,188
+5
| +0.4% | +$302 | 0.07% | 180 |
|
|
2019
Q4 | $75.1K | Buy |
+1,183
| New | +$75.1K | 0.07% | 193 |
|