Alpha Paradigm Partners’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $64K | Hold |
906
| – | – | 0.03% | 413 |
|
|
2022
Q3 | $58K | Hold |
906
| – | – | 0.03% | 401 |
|
|
2022
Q2 | $64K | Buy |
+906
| New | +$64K | 0.03% | 430 |
|
|
2022
Q1 | – | Sell |
-5,736
| Closed | -$388K | – | 693 |
|
|
2021
Q4 | $388K | Sell |
5,736
-1,883
| -25% | -$127K | 0.16% | 227 |
|
|
2021
Q3 | $476K | Buy |
7,619
+2,179
| +40% | +$136K | 0.19% | 184 |
|
|
2021
Q2 | $358K | Buy |
5,440
+1,321
| +32% | +$86.9K | 0.14% | 259 |
|
|
2021
Q1 | $274K | Buy |
4,119
+2,994
| +266% | +$199K | 0.11% | 265 |
|
|
2020
Q4 | $75K | Buy |
+1,125
| New | +$75K | 0.03% | 336 |
|