Eudaimonia Partners’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9,117
| Closed | -$639K | – | 385 |
|
|
2022
Q4 | $639K | Sell |
9,117
-6,624
| -42% | -$464K | 0.16% | 150 |
|
|
2022
Q3 | $1.01M | Buy |
15,741
+8,527
| +118% | +$545K | 0.26% | 100 |
|
|
2022
Q2 | $510K | Hold |
7,214
| – | – | 0.09% | 213 |
|
|
2022
Q1 | $521K | Buy |
+7,214
| New | +$521K | 0.09% | 232 |
|
|
2021
Q3 | $455K | Buy |
7,286
+26
| +0.4% | +$1.62K | 0.08% | 242 |
|
|
2021
Q2 | $478K | Buy |
7,260
+38
| +0.5% | +$2.5K | 0.09% | 234 |
|
|
2021
Q1 | $480K | Sell |
7,222
-11
| -0.2% | -$731 | 0.1% | 196 |
|
|
2020
Q4 | $482K | Buy |
7,233
+35
| +0.5% | +$2.33K | 0.11% | 190 |
|
|
2020
Q3 | $497K | Buy |
7,198
+38
| +0.5% | +$2.62K | 0.13% | 171 |
|
|
2020
Q2 | $448K | Buy |
7,160
+7
| +0.1% | +$438 | 0.17% | 136 |
|
|
2020
Q1 | $431K | Hold |
7,153
| – | – | 0.19% | 130 |
|
|
2019
Q4 | $454K | Buy |
+7,153
| New | +$454K | 0.18% | 135 |
|