Private Capital 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
Q2 | $25K | Hold |
347
| – | – | 0.02% | 755 |
|
|
2022
Q1 | $25K | Hold |
347
| – | – | 0.01% | 942 |
|
|
2021
Q4 | $24K | Hold |
347
| – | – | 0.01% | 996 |
|
|
2021
Q3 | $22K | Hold |
347
| – | – | 0.01% | 1043 |
|
|
2021
Q2 | $23K | Hold |
347
| – | – | 0.01% | 1026 |
|
|
2021
Q1 | $23K | Sell |
347
-640
| -65% | -$42.4K | 0.01% | 1011 |
|
|
2020
Q4 | $66K | Sell |
987
-323
| -25% | -$21.6K | 0.01% | 660 |
|
|
2020
Q3 | $91K | Hold |
1,310
| – | – | 0.02% | 484 |
|
|
2020
Q2 | $82K | Sell |
1,310
-10
| -0.8% | -$626 | 0.02% | 510 |
|
|
2020
Q1 | $80K | Buy |
1,320
+336
| +34% | +$20.4K | 0.02% | 468 |
|
|
2019
Q4 | $62K | Hold |
984
| – | – | 0.01% | 633 |
|
|
2019
Q3 | $64K | Sell |
984
-270
| -22% | -$17.6K | 0.01% | 660 |
|
|
2019
Q2 | $58K | Sell |
1,254
-30
| -2% | -$1.39K | 0.01% | 595 |
|
|
2019
Q1 | $73K | Sell |
1,284
-212
| -14% | -$12.1K | 0.01% | 603 |
|
|
2018
Q4 | $74K | Buy |
1,496
+216
| +17% | +$10.7K | 0.02% | 485 |
|
|
2018
Q3 | $60K | Sell |
1,280
-279
| -18% | -$13.1K | 0.01% | 630 |
|
|
2018
Q2 | $71K | Sell |
1,559
-9
| -0.6% | -$410 | 0.02% | 544 |
|
|
2018
Q1 | $72K | Sell |
1,568
-2,542
| -62% | -$117K | 0.02% | 524 |
|
|
2017
Q4 | $88 | Buy |
+4,110
| New | +$88 | 0.02% | 460 |
|