Newbridge Financial Services Group’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-17
| Closed | -$973 | – | 1347 |
|
|
2023
Q3 | $973 | Hold |
17
| – | – | ﹤0.01% | 1161 |
|
|
2023
Q2 | $1.06K | Hold |
17
| – | – | ﹤0.01% | 1211 |
|
|
2023
Q1 | $1.15K | Sell |
17
-62
| -78% | -$4.18K | ﹤0.01% | 1260 |
|
|
2022
Q4 | $5.54K | Hold |
79
| – | – | ﹤0.01% | 1049 |
|
|
2022
Q3 | $5K | Hold |
79
| – | – | ﹤0.01% | 1062 |
|
|
2022
Q2 | $6K | Hold |
79
| – | – | ﹤0.01% | 992 |
|
|
2022
Q1 | $6K | Hold |
79
| – | – | ﹤0.01% | 1080 |
|
|
2021
Q4 | $5K | Sell |
79
-552
| -87% | -$34.9K | ﹤0.01% | 1090 |
|
|
2021
Q3 | $39K | Buy |
631
+552
| +699% | +$34.1K | 0.02% | 482 |
|
|
2021
Q2 | $5K | Buy |
79
+62
| +365% | +$3.92K | ﹤0.01% | 1139 |
|
|
2021
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 1343 |
|
|
2020
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 1081 |
|
|
2020
Q3 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 1018 |
|