Winslow Evans & Crocker’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
Q4 | $166K | Buy |
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|
2020
Q3 | $97K | Sell |
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|
2020
Q2 | $96K | Hold |
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|
2020
Q1 | $96K | Hold |
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|
2019
Q4 | $98K | Sell |
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|
2019
Q3 | $110K | Hold |
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|
2019
Q2 | $100K | Hold |
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|
2019
Q1 | $96K | Hold |
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|
2018
Q4 | $84K | Hold |
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|
2018
Q3 | $80K | Hold |
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|
2018
Q2 | $78K | Hold |
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|
2018
Q1 | $75.9K | Sell |
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|
2017
Q4 | $103K | Hold |
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|
2017
Q3 | $101K | Sell |
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|
2017
Q2 | $150K | Buy |
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|
2017
Q1 | $134K | Hold |
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|
2016
Q4 | $122K | Hold |
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|
2016
Q3 | $124K | Hold |
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|
2016
Q2 | $135K | Buy |
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|
2016
Q1 | $126K | Sell |
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|
2015
Q4 | $108K | Buy |
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|
2015
Q3 | $87.5K | Sell |
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|
2015
Q2 | $114K | Hold |
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|
2015
Q1 | $123K | Hold |
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|
2014
Q4 | $127K | Hold |
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|
2014
Q3 | $108K | Buy |
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|
2014
Q2 | $99K | Hold |
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|
2014
Q1 | $93.2K | Hold |
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|
2013
Q4 | $86K | Buy |
|