Pflug Koory’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 |
-620
| Closed | -$40K | – | 463 |
|
|
2022
Q3 | $40K | Hold |
620
| – | – | 0.02% | 252 |
|
|
2022
Q2 | $44K | Hold |
620
| – | – | 0.03% | 245 |
|
|
2022
Q1 | $45K | Buy |
620
+4
| +0.6% | +$290 | 0.02% | 263 |
|
|
2021
Q4 | $42K | Hold |
616
| – | – | 0.02% | 274 |
|
|
2021
Q3 | $39K | Hold |
616
| – | – | 0.02% | 273 |
|
|
2021
Q2 | $41K | Hold |
616
| – | – | 0.02% | 275 |
|
|
2021
Q1 | $41K | Hold |
616
| – | – | 0.02% | 266 |
|
|
2020
Q4 | $41K | Buy |
+616
| New | +$41K | 0.02% | 254 |
|