AGF Investments Inc’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 | $2.25M | Hold |
35,096
| – | – | 0.02% | 266 |
|
|
2022
Q2 | $2.48M | Hold |
35,096
| – | – | 0.02% | 262 |
|
|
2022
Q1 | $2.53M | Buy |
+35,096
| New | +$2.53M | 0.02% | 286 |
|
|
2021
Q3 | – | Sell |
-3,828
| Closed | -$252K | – | 801 |
|
|
2021
Q2 | $252K | Sell |
3,828
-100
| -3% | -$6.58K | ﹤0.01% | 525 |
|
|
2021
Q1 | $261K | Sell |
3,928
-33,164
| -89% | -$2.2M | ﹤0.01% | 558 |
|
|
2020
Q4 | $2.47M | Buy |
37,092
+264
| +0.7% | +$17.6K | 0.02% | 286 |
|
|
2020
Q3 | $2.54M | Buy |
36,828
+4,018
| +12% | +$277K | 0.03% | 265 |
|
|
2020
Q2 | $2.05M | Sell |
32,810
-2,827
| -8% | -$177K | 0.02% | 271 |
|
|
2020
Q1 | $2.15M | Buy |
+35,637
| New | +$2.15M | 0.03% | 248 |
|
|
2017
Q2 | – | Sell |
-223
| Closed | -$10K | – | 478 |
|
|
2017
Q1 | $10K | Hold |
223
| – | – | ﹤0.01% | 462 |
|
|
2016
Q4 | $9K | Hold |
223
| – | – | ﹤0.01% | 431 |
|
|
2016
Q3 | $9K | Hold |
223
| – | – | ﹤0.01% | 435 |
|
|
2016
Q2 | $10K | Buy |
+223
| New | +$10K | ﹤0.01% | 423 |
|