Banque Pictet & Cie’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,695
| Closed | -$721K | – | 618 |
|
|
2023
Q1 | $721K | Sell |
10,695
-9,643
| -47% | -$650K | 0.01% | 419 |
|
|
2022
Q4 | $1.43M | Buy |
20,338
+1,820
| +10% | +$128K | 0.01% | 345 |
|
|
2022
Q3 | $1.19M | Buy |
18,518
+7,399
| +67% | +$474K | 0.01% | 367 |
|
|
2022
Q2 | $787 | Sell |
11,119
-2,449
| -18% | -$173 | 0.01% | 467 |
|
|
2022
Q1 | $979K | Sell |
13,568
-1,197
| -8% | -$86.4K | 0.01% | 447 |
|
|
2021
Q4 | $1M | Buy |
+14,765
| New | +$1M | 0.01% | 457 |
|