Mondrian 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-612
| Closed | -$44K | – | 125 |
|
|
2021
Q1 | $44K | Hold |
612
| – | – | ﹤0.01% | 119 |
|
|
2020
Q4 | $41K | Hold |
612
| – | – | ﹤0.01% | 108 |
|
|
2020
Q3 | $43K | Sell |
612
-103
| -14% | -$7.24K | ﹤0.01% | 101 |
|
|
2020
Q2 | $45K | Hold |
715
| – | – | ﹤0.01% | 100 |
|
|
2020
Q1 | $43K | Sell |
715
-116
| -14% | -$6.98K | ﹤0.01% | 93 |
|
|
2019
Q4 | $53K | Hold |
831
| – | – | ﹤0.01% | 98 |
|
|
2019
Q3 | $54K | Hold |
831
| – | – | ﹤0.01% | 98 |
|
|
2019
Q2 | $49K | Hold |
831
| – | – | ﹤0.01% | 98 |
|
|
2019
Q1 | $47K | Hold |
831
| – | – | ﹤0.01% | 100 |
|
|
2018
Q4 | $41K | Buy |
+831
| New | +$41K | ﹤0.01% | 100 |
|