ST
Sageworth Trust’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-14
| Closed | -$1K | – | 602 |
|
|
2022
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 448 |
|
|
2021
Q3 | – | Sell |
-4,391
| Closed | -$289K | – | 893 |
|
|
2021
Q2 | $289K | Hold |
4,391
| – | – | 0.02% | 94 |
|
|
2021
Q1 | $292K | Hold |
4,391
| – | – | 0.02% | 75 |
|
|
2020
Q4 | $293K | Hold |
4,391
| – | – | 0.03% | 50 |
|
|
2020
Q3 | $303K | Hold |
4,391
| – | – | 0.03% | 43 |
|
|
2020
Q2 | $274K | Hold |
4,391
| – | – | 0.03% | 39 |
|
|
2020
Q1 | $265K | Hold |
4,391
| – | – | 0.03% | 39 |
|
|
2019
Q4 | $279K | Buy |
+4,391
| New | +$279K | 0.03% | 48 |
|