Marietta Investment Partners’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-12,000
| Closed | -$828K | – | 160 |
|
|
2020
Q3 | $828K | Sell |
12,000
-550
| -4% | -$38K | 0.25% | 76 |
|
|
2020
Q2 | $784K | Sell |
12,550
-400
| -3% | -$25K | 0.26% | 67 |
|
|
2020
Q1 | $781K | Sell |
12,950
-600
| -4% | -$36.2K | 0.34% | 64 |
|
|
2019
Q4 | $860K | Sell |
13,550
-10,200
| -43% | -$647K | 0.28% | 72 |
|
|
2019
Q3 | $1.54M | Sell |
23,750
-500
| -2% | -$32.4K | 0.53% | 47 |
|
|
2019
Q2 | $1.44M | Buy |
+24,250
| New | +$1.44M | 0.47% | 56 |
|