Rockland Trust’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 | – | Sell |
-2,796
| Closed | -$202K | – | 336 |
|
|
2022
Q1 | $202K | Sell |
2,796
-397
| -12% | -$28.7K | 0.01% | 311 |
|
|
2021
Q4 | $216K | Buy |
+3,193
| New | +$216K | 0.01% | 285 |
|
|
2021
Q3 | – | Sell |
-3,138
| Closed | -$206K | – | 290 |
|
|
2021
Q2 | $206K | Hold |
3,138
| – | – | 0.01% | 271 |
|
|
2021
Q1 | $209K | Sell |
3,138
-1,667
| -35% | -$111K | 0.02% | 262 |
|
|
2020
Q4 | $321K | Sell |
4,805
-180
| -4% | -$12K | 0.02% | 216 |
|
|
2020
Q3 | $344K | Buy |
+4,985
| New | +$344K | 0.03% | 204 |
|