Wealthspire Advisors (Maryland)’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $279K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $173K | Sell |
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|
2018
Q4 | $214K | Sell |
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|
2018
Q3 | $296K | Sell |
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|
2018
Q2 | $373K | Sell |
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|
2018
Q1 | $375K | Sell |
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|
2017
Q4 | $404K | Buy |
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|
2017
Q3 | $370K | Sell |
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|
2017
Q2 | $562K | Sell |
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|
2017
Q1 | $544K | Sell |
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|
2016
Q4 | $2.94M | Sell |
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|
2016
Q3 | $2.98M | Sell |
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|
2016
Q2 | $6.46M | Buy |
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|
2016
Q1 | $60K | Buy |
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|
2015
Q4 | $47K | Buy |
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