Desjardins Global Asset Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,036
| Closed | -$59.3K | – | 698 |
|
|
2023
Q3 | $59.3K | Buy |
1,036
+845
| +442% | +$48.4K | 0.01% | 520 |
|
|
2023
Q2 | $11.9K | Sell |
191
-433
| -69% | -$26.9K | ﹤0.01% | 613 |
|
|
2023
Q1 | $42K | Hold |
624
| – | – | 0.01% | 530 |
|
|
2022
Q4 | $44K | Sell |
624
-3,683
| -86% | -$260K | 0.01% | 442 |
|
|
2022
Q3 | $276K | Hold |
4,307
| – | – | 0.03% | 303 |
|
|
2022
Q2 | $305K | Sell |
4,307
-4,062
| -49% | -$288K | 0.04% | 296 |
|
|
2022
Q1 | $604K | Sell |
8,369
-2,710
| -24% | -$196K | 0.05% | 239 |
|
|
2021
Q4 | $750K | Buy |
+11,079
| New | +$750K | 0.06% | 233 |
|