Corbett Road 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
Q2 | $293K | Buy |
+4,144
| New | +$293K | 0.5% | 79 |
|
|
2021
Q1 | – | Sell |
-4,229
| Closed | -$282K | – | 125 |
|
|
2020
Q4 | $282K | Sell |
4,229
-316
| -7% | -$21.1K | 0.26% | 104 |
|
|
2020
Q3 | $314K | Buy |
4,545
+293
| +7% | +$20.2K | 0.3% | 99 |
|
|
2020
Q2 | $265K | Buy |
4,252
+712
| +20% | +$44.4K | 0.25% | 95 |
|
|
2020
Q1 | $213K | Sell |
3,540
-33
| -0.9% | -$1.99K | 0.3% | 50 |
|
|
2019
Q4 | $227K | Buy |
+3,573
| New | +$227K | 0.22% | 105 |
|