ASB Consultores’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,065
| Closed | -$355K | – | 223 |
|
|
2022
Q4 | $355K | Buy |
5,065
+64
| +1% | +$4.49K | 0.15% | 106 |
|
|
2022
Q3 | $320K | Hold |
5,001
| – | – | 0.15% | 112 |
|
|
2022
Q2 | $354K | Sell |
5,001
-954
| -16% | -$67.5K | 0.15% | 90 |
|
|
2022
Q1 | $430K | Buy |
5,955
+2,828
| +90% | +$204K | 0.18% | 96 |
|
|
2021
Q4 | $212K | Buy |
+3,127
| New | +$212K | 0.1% | 215 |
|