Old Mission Capital’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-103,620
| Closed | -$6.42M | – | 1240 |
|
|
2023
Q4 | $6.42M | Buy |
+103,620
| New | +$6.42M | 0.12% | 96 |
|
|
2023
Q2 | – | Sell |
-3,009
| Closed | -$203K | – | 1162 |
|
|
2023
Q1 | $203K | Buy |
+3,009
| New | +$203K | ﹤0.01% | 884 |
|
|
2021
Q2 | – | Sell |
-25,667
| Closed | -$1.71M | – | 1212 |
|
|
2021
Q1 | $1.71M | Buy |
+25,667
| New | +$1.71M | 0.1% | 242 |
|
|
2020
Q2 | – | Sell |
-9,081
| Closed | -$548K | – | 654 |
|
|
2020
Q1 | $548K | Buy |
+9,081
| New | +$548K | 0.05% | 206 |
|