Jackson Creek Investment Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,209
| Closed | -$324K | – | 368 |
|
|
2023
Q2 | $324K | Sell |
5,209
-1,043
| -17% | -$64.9K | 0.13% | 281 |
|
|
2023
Q1 | $422K | Hold |
6,252
| – | – | 0.18% | 262 |
|
|
2022
Q4 | $438K | Sell |
6,252
-36
| -0.6% | -$2.52K | 0.19% | 248 |
|
|
2022
Q3 | $402K | Buy |
6,288
+34
| +0.5% | +$2.17K | 0.19% | 243 |
|
|
2022
Q2 | $458K | Sell |
6,254
-26
| -0.4% | -$1.9K | 0.19% | 247 |
|
|
2022
Q1 | $453K | Sell |
6,280
-233
| -4% | -$16.8K | 0.17% | 255 |
|
|
2021
Q4 | $441K | Sell |
6,513
-35
| -0.5% | -$2.37K | 0.16% | 244 |
|
|
2021
Q3 | $409K | Sell |
6,548
-168
| -3% | -$10.5K | 0.15% | 248 |
|
|
2021
Q2 | $442K | Sell |
6,716
-3
| -0% | -$197 | 0.16% | 240 |
|
|
2021
Q1 | $447K | Buy |
6,719
+299
| +5% | +$19.9K | 0.16% | 248 |
|
|
2020
Q4 | $428K | Sell |
6,420
-18
| -0.3% | -$1.2K | 0.17% | 244 |
|
|
2020
Q3 | $444K | Buy |
+6,438
| New | +$444K | 0.2% | 241 |
|