55I LLC’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $388K | Buy |
+6,061
| New | +$388K | 0.01% | 439 |
|
|
2022
Q2 | – | Sell |
-6,429
| Closed | -$464K | – | 715 |
|
|
2022
Q1 | $464K | Buy |
6,429
+1,769
| +38% | +$128K | 0.01% | 365 |
|
|
2021
Q4 | $315K | Buy |
4,660
+1,032
| +28% | +$69.8K | 0.01% | 410 |
|
|
2021
Q3 | $227K | Buy |
+3,628
| New | +$227K | 0.01% | 446 |
|
|
2020
Q4 | – | Sell |
-4,075
| Closed | -$281K | – | 297 |
|
|
2020
Q3 | $281K | Buy |
+4,075
| New | +$281K | 0.03% | 225 |
|