Pendal Group’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,830
| Closed | -$245K | – | 536 |
|
|
2022
Q3 | $245K | Buy |
+3,830
| New | +$245K | ﹤0.01% | 420 |
|
|
2018
Q2 | – | Sell |
-4,949
| Closed | -$225K | – | 489 |
|
|
2018
Q1 | $225K | Sell |
4,949
-312
| -6% | -$14.2K | ﹤0.01% | 429 |
|
|
2017
Q4 | $253K | Sell |
5,261
-4,630
| -47% | -$223K | ﹤0.01% | 413 |
|
|
2017
Q3 | $468K | Sell |
9,891
-209
| -2% | -$9.89K | 0.01% | 375 |
|
|
2017
Q2 | $463K | Buy |
+10,100
| New | +$463K | 0.01% | 366 |
|