Wealthstreet Investment Advisors’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 | – | Sell |
-3,189
| Closed | -$210K | – | 96 |
|
|
2021
Q2 | $210K | Sell |
3,189
-5,236
| -62% | -$345K | 1.09% | 29 |
|
|
2021
Q1 | $560K | Buy |
8,425
+90
| +1% | +$5.98K | 0.05% | 237 |
|
|
2020
Q4 | $556K | Buy |
8,335
+420
| +5% | +$28K | 0.06% | 232 |
|
|
2020
Q3 | $546K | Buy |
7,915
+1,500
| +23% | +$103K | 0.06% | 208 |
|
|
2020
Q2 | $401K | Buy |
6,415
+315
| +5% | +$19.7K | 0.05% | 239 |
|
|
2020
Q1 | $368K | Buy |
6,100
+190
| +3% | +$11.5K | 0.05% | 222 |
|
|
2019
Q4 | $375K | Hold |
5,910
| – | – | 0.04% | 258 |
|
|
2019
Q3 | $370K | Buy |
5,910
+650
| +12% | +$40.7K | 0.05% | 254 |
|
|
2019
Q2 | $313K | Buy |
5,260
+467
| +10% | +$27.8K | 0.04% | 275 |
|
|
2019
Q1 | $269K | Buy |
+4,793
| New | +$269K | 0.04% | 291 |
|