Charter Oak Capital Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-812
| Closed | -$57K | – | 909 |
|
|
2022
Q2 | $57K | Hold |
812
| – | – | 0.01% | 310 |
|
|
2022
Q1 | $59K | Sell |
812
-20
| -2% | -$1.45K | 0.01% | 331 |
|
|
2021
Q4 | $56K | Sell |
832
-135
| -14% | -$9.09K | 0.01% | 339 |
|
|
2021
Q3 | $60K | Sell |
967
-25
| -3% | -$1.55K | 0.01% | 311 |
|
|
2021
Q2 | $65K | Hold |
992
| – | – | 0.01% | 289 |
|
|
2021
Q1 | $66K | Hold |
992
| – | – | 0.01% | 286 |
|
|
2020
Q4 | $66K | Buy |
+992
| New | +$66K | 0.01% | 261 |
|