Northwest Investment Counselors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-75
| Closed | -$4.03K | – | 508 |
|
|
2024
Q1 | $4.03K | Buy |
+75
| New | +$4.03K | ﹤0.01% | 446 |
|
|
2023
Q4 | – | Sell |
-75
| Closed | -$4.29K | – | 552 |
|
|
2023
Q3 | $4.29K | Hold |
75
| – | – | ﹤0.01% | 459 |
|
|
2023
Q2 | $4.66K | Hold |
75
| – | – | ﹤0.01% | 454 |
|
|
2023
Q1 | $5.06K | Buy |
+75
| New | +$5.06K | ﹤0.01% | 454 |
|
|
2022
Q3 | – | Sell |
-20
| Closed | -$1K | – | 579 |
|
|
2022
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 543 |
|
|
2022
Q1 | $1K | Sell |
20
-47
| -70% | -$2.35K | ﹤0.01% | 604 |
|
|
2021
Q4 | $5K | Buy |
+67
| New | +$5K | ﹤0.01% | 448 |
|
|
2021
Q2 | – | Sell |
-67
| Closed | -$4K | – | 451 |
|
|
2021
Q1 | $4K | Buy |
+67
| New | +$4K | ﹤0.01% | 452 |
|
|
2020
Q4 | – | Sell |
-67
| Closed | -$5K | – | 443 |
|
|
2020
Q3 | $5K | Buy |
+67
| New | +$5K | ﹤0.01% | 401 |
|
|
2019
Q4 | – | Sell |
-67
| Closed | -$4K | – | 503 |
|
|
2019
Q3 | $4K | Buy |
+67
| New | +$4K | ﹤0.01% | 463 |
|