Caldwell Sutter Capital’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,379
| Closed | -$85.4K | – | 981 |
|
|
2023
Q4 | $85.4K | Buy |
1,379
+13
| +1% | +$805 | 0.04% | 286 |
|
|
2023
Q3 | $78.2K | Buy |
1,366
+158
| +13% | +$9.04K | 0.04% | 281 |
|
|
2023
Q2 | $75.1K | Buy |
1,208
+564
| +88% | +$35.1K | 0.04% | 286 |
|
|
2023
Q1 | $43.4K | Buy |
+644
| New | +$43.4K | 0.03% | 255 |
|