EdgeRock Capital’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-96
| Closed | -$5.13K | – | 292 |
|
2024
Q2 | $5.13K | Buy |
+96
| New | +$5.13K | ﹤0.01% | 234 |
|
2024
Q1 | – | Sell |
-101
| Closed | -$6.04K | – | 309 |
|
2023
Q4 | $6.04K | Buy |
+101
| New | +$6.04K | ﹤0.01% | 238 |
|
2022
Q4 | – | Sell |
-101
| Closed | -$6K | – | 404 |
|
2022
Q3 | $6K | Buy |
+101
| New | +$6K | ﹤0.01% | 232 |
|