Schubert & Co’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 |
-61
| Closed | -$4.11K | – | 1550 |
|
|
2023
Q1 | $4.11K | Buy |
61
+1
| +2% | +$67 | ﹤0.01% | 542 |
|
|
2022
Q4 | $4.21K | Sell |
60
-27
| -31% | -$1.89K | ﹤0.01% | 505 |
|
|
2022
Q3 | $6K | Buy |
87
+14
| +19% | +$966 | 0.01% | 370 |
|
|
2022
Q2 | $5K | Buy |
73
+36
| +97% | +$2.47K | ﹤0.01% | 398 |
|
|
2022
Q1 | $3K | Buy |
37
+11
| +42% | +$892 | ﹤0.01% | 321 |
|
|
2021
Q4 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 477 |
|