Enterprise Trust & Investment’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 | $24K | Buy |
346
+32
| +10% | +$2.22K | 0.01% | 165 |
|
|
2022
Q1 | $23K | Hold |
314
| – | – | 0.01% | 164 |
|
|
2021
Q4 | $21K | Hold |
314
| – | – | 0.01% | 173 |
|
|
2021
Q3 | $20K | Hold |
314
| – | – | 0.01% | 177 |
|
|
2021
Q2 | $21K | Hold |
314
| – | – | 0.01% | 167 |
|
|
2021
Q1 | $21K | Hold |
314
| – | – | 0.01% | 151 |
|
|
2020
Q4 | $20K | Hold |
314
| – | – | 0.01% | 149 |
|
|
2020
Q3 | $22K | Hold |
314
| – | – | 0.01% | 144 |
|
|
2020
Q2 | $20K | Hold |
314
| – | – | 0.01% | 140 |
|
|
2020
Q1 | $19K | Hold |
314
| – | – | 0.01% | 129 |
|
|
2019
Q4 | $20K | Hold |
314
| – | – | 0.01% | 140 |
|
|
2019
Q3 | $20K | Hold |
314
| – | – | 0.01% | 143 |
|
|
2019
Q2 | $19K | Buy |
+314
| New | +$19K | 0.01% | 131 |
|