Permanens Capital’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-61
| Closed | -$4K | – | 109 |
|
|
2021
Q2 | $4K | Hold |
61
| – | – | ﹤0.01% | 96 |
|
|
2021
Q1 | $4K | Hold |
61
| – | – | ﹤0.01% | 113 |
|
|
2020
Q4 | $4K | Hold |
61
| – | – | ﹤0.01% | 111 |
|
|
2020
Q3 | $4K | Hold |
61
| – | – | ﹤0.01% | 100 |
|
|
2020
Q2 | $4K | Hold |
61
| – | – | ﹤0.01% | 98 |
|
|
2020
Q1 | $4K | Hold |
61
| – | – | ﹤0.01% | 93 |
|
|
2019
Q4 | $4K | Hold |
61
| – | – | ﹤0.01% | 116 |
|
|
2019
Q3 | $4K | Hold |
61
| – | – | ﹤0.01% | 83 |
|
|
2019
Q2 | $4K | Hold |
61
| – | – | ﹤0.01% | 84 |
|
|
2019
Q1 | $3K | Buy |
+61
| New | +$3K | ﹤0.01% | 87 |
|