Corient Capital Partners’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.05M | Buy |
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|
2022
Q2 | $1.03M | Buy |
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|
2022
Q1 | $984K | Buy |
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|
2021
Q4 | $411K | Buy |
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|
2021
Q3 | $364K | Sell |
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|
2021
Q2 | $412K | Buy |
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|
2021
Q1 | $374K | Buy |
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|
2020
Q4 | $368K | Sell |
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|
2020
Q3 | $387K | Sell |
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|
2020
Q2 | $356K | Buy |
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|
2020
Q1 | $280K | Buy |
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|
2019
Q4 | $241K | Sell |
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|
2019
Q3 | $251K | Buy |
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