JSF Financial’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 |
-8,133
| Closed | -$506K | – | 118 |
|
|
2023
Q2 | $506K | Buy |
8,133
+146
| +2% | +$9.08K | 0.18% | 64 |
|
|
2023
Q1 | $539K | Sell |
7,987
-548
| -6% | -$37K | 0.2% | 71 |
|
|
2022
Q4 | $598K | Buy |
8,535
+255
| +3% | +$17.9K | 0.22% | 64 |
|
|
2022
Q3 | $530K | Buy |
8,280
+430
| +5% | +$27.5K | 0.2% | 59 |
|
|
2022
Q2 | $555K | Buy |
7,850
+728
| +10% | +$51.5K | 0.25% | 54 |
|
|
2022
Q1 | $514K | Buy |
+7,122
| New | +$514K | 0.22% | 62 |
|