Arden Trust’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,500
| Closed | -$90K | – | 757 |
|
|
2020
Q1 | $90K | Buy |
+1,500
| New | +$90K | 0.02% | 401 |
|
|
2016
Q3 | – | Sell |
-7,592
| Closed | -$340 | – | 509 |
|
|
2016
Q2 | $340 | Buy |
7,592
+621
| +9% | +$28 | 0.03% | 438 |
|
|
2016
Q1 | $291K | Buy |
+6,971
| New | +$291K | 0.02% | 475 |
|