Kenfarb & Co’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 | $641K | Sell |
11,195
-150
| -1% | -$8.58K | 0.59% | 52 |
|
|
2023
Q2 | $705K | Sell |
11,345
-290
| -2% | -$18K | 0.61% | 49 |
|
|
2023
Q1 | $785K | Sell |
11,635
-1,250
| -10% | -$84.3K | 0.7% | 43 |
|
|
2022
Q4 | $903K | Hold |
12,885
| – | – | 0.8% | 39 |
|
|
2022
Q3 | $825K | Hold |
12,885
| – | – | 0.78% | 39 |
|
|
2022
Q2 | $930K | Hold |
12,885
| – | – | 0.74% | 39 |
|
|
2022
Q1 | $930K | Hold |
12,885
| – | – | 0.74% | 39 |
|
|
2021
Q4 | $872K | Buy |
+12,885
| New | +$872K | 0.64% | 44 |
|