Freestone Capital Holdings’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,824
| Closed | -$341K | – | 443 |
|
|
2022
Q2 | $341K | Sell |
4,824
-1,062
| -18% | -$75.1K | 0.01% | 322 |
|
|
2022
Q1 | $425K | Sell |
5,886
-325
| -5% | -$23.5K | 0.02% | 390 |
|
|
2021
Q4 | $420K | Buy |
6,211
+511
| +9% | +$34.6K | 0.02% | 340 |
|
|
2021
Q3 | $356K | Buy |
5,700
+1,166
| +26% | +$72.8K | 0.02% | 324 |
|
|
2021
Q2 | $299K | Sell |
4,534
-239
| -5% | -$15.8K | 0.02% | 346 |
|
|
2021
Q1 | $317K | Buy |
4,773
+35
| +0.7% | +$2.33K | 0.02% | 318 |
|
|
2020
Q4 | $316K | Buy |
4,738
+1,314
| +38% | +$87.6K | 0.02% | 280 |
|
|
2020
Q3 | $236K | Buy |
+3,424
| New | +$236K | 0.02% | 301 |
|