Centersquare Investment Management’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 |
-1,000
| Closed | -$60K | – | 150 |
|
|
2020
Q1 | $60K | Sell |
1,000
-540
| -35% | -$32.4K | ﹤0.01% | 103 |
|
|
2019
Q4 | $98K | Buy |
1,540
+150
| +11% | +$9.55K | ﹤0.01% | 121 |
|
|
2019
Q3 | $90K | Buy |
1,390
+1,000
| +256% | +$64.7K | ﹤0.01% | 83 |
|
|
2019
Q2 | $23K | Sell |
390
-1,040
| -73% | -$61.3K | ﹤0.01% | 103 |
|
|
2019
Q1 | $80K | Buy |
+1,430
| New | +$80K | ﹤0.01% | 85 |
|
|
2018
Q3 | – | Sell |
-1,320
| Closed | -$60K | – | 121 |
|
|
2018
Q2 | $60K | Buy |
1,320
+950
| +257% | +$43.2K | ﹤0.01% | 80 |
|
|
2018
Q1 | $17K | Buy |
+370
| New | +$17K | ﹤0.01% | 103 |
|