Compagnie Lombard Odier SCmA’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-350
| Closed | -$25K | – | 658 |
|
|
2022
Q1 | $25K | Hold |
350
| – | – | ﹤0.01% | 505 |
|
|
2021
Q4 | $24K | Hold |
350
| – | – | ﹤0.01% | 568 |
|
|
2021
Q3 | $22K | Hold |
350
| – | – | ﹤0.01% | 553 |
|
|
2021
Q2 | $23K | Buy |
+350
| New | +$23K | ﹤0.01% | 541 |
|
|
2014
Q4 | – | Sell |
-2,996
| Closed | -$91K | – | 872 |
|
|
2014
Q3 | $91K | Hold |
2,996
| – | – | ﹤0.01% | 655 |
|
|
2014
Q2 | $97K | Hold |
2,996
| – | – | ﹤0.01% | 676 |
|
|
2014
Q1 | $91K | Hold |
2,996
| – | – | ﹤0.01% | 673 |
|
|
2013
Q4 | $84K | Buy |
+2,996
| New | +$84K | ﹤0.01% | 676 |
|