Next Capital Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,809
| Closed | -$230K | – | 112 |
|
|
2020
Q1 | $230K | Buy |
+3,809
| New | +$230K | 0.18% | 68 |
|
|
2019
Q4 | – | Sell |
-434
| Closed | -$28K | – | 224 |
|
|
2019
Q3 | $28K | Hold |
434
| – | – | 0.02% | 175 |
|
|
2019
Q2 | $26K | Sell |
434
-707
| -62% | -$42.4K | 0.02% | 238 |
|
|
2019
Q1 | $64K | Buy |
+1,141
| New | +$64K | 0.05% | 134 |
|