Wealthspire Advisors (Maryland)’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $279K | Buy |
+4,036
| New | +$279K | 0.01% | 356 |
|
|
2019
Q2 | – | Sell |
-3,086
| Closed | -$173K | – | 2117 |
|
|
2019
Q1 | $173K | Sell |
3,086
-1,252
| -29% | -$70.2K | 0.01% | 474 |
|
|
2018
Q4 | $214K | Sell |
4,338
-1,929
| -31% | -$95.2K | 0.02% | 389 |
|
|
2018
Q3 | $296K | Sell |
6,267
-1,890
| -23% | -$89.3K | 0.02% | 360 |
|
|
2018
Q2 | $373K | Sell |
8,157
-79
| -1% | -$3.61K | 0.03% | 304 |
|
|
2018
Q1 | $375K | Sell |
8,236
-168
| -2% | -$7.65K | 0.04% | 307 |
|
|
2017
Q4 | $404K | Buy |
8,404
+594
| +8% | +$28.6K | 0.04% | 304 |
|
|
2017
Q3 | $370K | Sell |
7,810
-4,430
| -36% | -$210K | 0.04% | 314 |
|
|
2017
Q2 | $562K | Sell |
12,240
-3
| -0% | -$138 | 0.07% | 203 |
|
|
2017
Q1 | $544K | Sell |
12,243
-59,926
| -83% | -$2.66M | 0.08% | 168 |
|
|
2016
Q4 | $2.94M | Sell |
72,169
-160
| -0.2% | -$6.51K | 0.44% | 37 |
|
|
2016
Q3 | $2.98M | Sell |
72,329
-71,884
| -50% | -$2.96M | 0.46% | 33 |
|
|
2016
Q2 | $6.46M | Buy |
144,213
+142,780
| +9,964% | +$6.39M | 1.08% | 13 |
|
|
2016
Q1 | $60K | Buy |
1,433
+117
| +9% | +$4.9K | 0.01% | 656 |
|
|
2015
Q4 | $47K | Buy |
+1,316
| New | +$47K | 0.01% | 733 |
|