Peapack-Gladstone Financial Corp’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,880
| Closed | -$202K | – | 720 |
|
|
2022
Q4 | $202K | Buy |
+2,880
| New | +$202K | ﹤0.01% | 624 |
|
|
2022
Q3 | – | Sell |
-3,350
| Closed | -$237K | – | 717 |
|
|
2022
Q2 | $237K | Buy |
3,350
+4
| +0.1% | +$283 | 0.01% | 558 |
|
|
2022
Q1 | $241K | Sell |
3,346
-161
| -5% | -$11.6K | ﹤0.01% | 604 |
|
|
2021
Q4 | $237K | Sell |
3,507
-53
| -1% | -$3.58K | ﹤0.01% | 609 |
|
|
2021
Q3 | $223K | Buy |
3,560
+204
| +6% | +$12.8K | ﹤0.01% | 604 |
|
|
2021
Q2 | $221K | Hold |
3,356
| – | – | 0.01% | 576 |
|
|
2021
Q1 | $223K | Sell |
3,356
-2,635
| -44% | -$175K | 0.01% | 545 |
|
|
2020
Q4 | $399K | Sell |
5,991
-312
| -5% | -$20.8K | 0.01% | 326 |
|
|
2020
Q3 | $435K | Hold |
6,303
| – | – | 0.02% | 289 |
|
|
2020
Q2 | $394K | Buy |
6,303
+114
| +2% | +$7.13K | 0.02% | 295 |
|
|
2020
Q1 | $373K | Buy |
6,189
+839
| +16% | +$50.6K | 0.02% | 284 |
|
|
2019
Q4 | $340K | Hold |
5,350
| – | – | 0.01% | 291 |
|
|
2019
Q3 | $347K | Buy |
5,350
+980
| +22% | +$63.6K | 0.01% | 290 |
|
|
2019
Q2 | $260K | Buy |
+4,370
| New | +$260K | 0.01% | 314 |
|