Riverbridge Partners’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,200
| Closed | -$216K | – | 196 |
|
|
2023
Q1 | $216K | Hold |
3,200
| – | – | ﹤0.01% | 182 |
|
|
2022
Q4 | $224K | Hold |
3,200
| – | – | ﹤0.01% | 187 |
|
|
2022
Q3 | $205K | Hold |
3,200
| – | – | ﹤0.01% | 185 |
|
|
2022
Q2 | $226K | Sell |
3,200
-610
| -16% | -$43.1K | ﹤0.01% | 184 |
|
|
2022
Q1 | $275K | Hold |
3,810
| – | – | ﹤0.01% | 150 |
|
|
2021
Q4 | $258K | Hold |
3,810
| – | – | ﹤0.01% | 160 |
|
|
2021
Q3 | $238K | Hold |
3,810
| – | – | ﹤0.01% | 150 |
|
|
2021
Q2 | $251K | Sell |
3,810
-3
| -0.1% | -$198 | ﹤0.01% | 151 |
|
|
2021
Q1 | $254K | Buy |
3,813
+3
| +0.1% | +$200 | ﹤0.01% | 146 |
|
|
2020
Q4 | $254K | Hold |
3,810
| – | – | ﹤0.01% | 144 |
|
|
2020
Q3 | $263K | Hold |
3,810
| – | – | ﹤0.01% | 146 |
|
|
2020
Q2 | $238K | Buy |
+3,810
| New | +$238K | ﹤0.01% | 140 |
|