Arlington Partners’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,177
| Closed | -$125K | – | 399 |
|
|
2023
Q3 | $125K | Buy |
2,177
+576
| +36% | +$33K | 0.05% | 103 |
|
|
2023
Q2 | $99.5K | Buy |
1,601
+1,576
| +6,304% | +$98K | 0.02% | 244 |
|
|
2023
Q1 | $1.69K | Buy |
+25
| New | +$1.69K | ﹤0.01% | 512 |
|
|
2022
Q1 | – | Sell |
-51
| Closed | -$3K | – | 668 |
|
|
2021
Q4 | $3K | Buy |
+51
| New | +$3K | ﹤0.01% | 625 |
|