Dubuque Bank & Trust’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,049
| Closed | -$206K | – | 246 |
|
|
2023
Q1 | $206K | Buy |
+3,049
| New | +$206K | 0.03% | 205 |
|
|
2019
Q2 | – | Sell |
-1,119
| Closed | -$63K | – | 611 |
|
|
2019
Q1 | $63K | Sell |
1,119
-1,049
| -48% | -$59.1K | 0.01% | 263 |
|
|
2018
Q4 | $107K | Buy |
2,168
+1,049
| +94% | +$51.8K | 0.02% | 191 |
|
|
2018
Q3 | $53K | Buy |
1,119
+1,093
| +4,204% | +$51.8K | 0.01% | 261 |
|
|
2018
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 688 |
|
|
2018
Q1 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 715 |
|