Coastal Bridge Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,334
| Closed | -$218K | – | 180 |
|
|
2024
Q3 | $218K | Sell |
3,334
-1,464
| -31% | -$95.6K | 0.05% | 150 |
|
|
2024
Q2 | $256K | Sell |
4,798
-3,629
| -43% | -$194K | 0.06% | 126 |
|
|
2024
Q1 | $453K | Sell |
8,427
-1,434
| -15% | -$77.1K | 0.1% | 100 |
|
|
2023
Q4 | $610K | Sell |
9,861
-5,800
| -37% | -$359K | 0.16% | 82 |
|
|
2023
Q3 | $896K | Buy |
15,661
+64
| +0.4% | +$3.66K | 0.24% | 69 |
|
|
2023
Q2 | $970K | Buy |
+15,597
| New | +$970K | 0.24% | 63 |
|