Simplicity Solutions’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $993K | Buy |
16,040
+9,222
| +135% | +$571K | 0.03% | 444 |
|
|
2023
Q3 | $390K | Sell |
6,818
-4,956
| -42% | -$284K | 0.01% | 673 |
|
|
2023
Q2 | $732K | Sell |
11,774
-5,927
| -33% | -$368K | 0.02% | 554 |
|
|
2023
Q1 | $1.19M | Buy |
17,701
+13,843
| +359% | +$934K | 0.03% | 433 |
|
|
2022
Q4 | $270K | Sell |
3,858
-154
| -4% | -$10.8K | 0.04% | 513 |
|
|
2022
Q3 | $257K | Buy |
4,012
+1,035
| +35% | +$66.3K | 0.04% | 512 |
|
|
2022
Q2 | $211K | Buy |
+2,977
| New | +$211K | 0.03% | 575 |
|
|
2021
Q1 | – | Sell |
-8,371
| Closed | -$558K | – | 996 |
|
|
2020
Q4 | $558K | Buy |
8,371
+364
| +5% | +$24.3K | 0.01% | 670 |
|
|
2020
Q3 | $553K | Buy |
8,007
+1,191
| +17% | +$82.3K | 0.01% | 607 |
|
|
2020
Q2 | $426K | Sell |
6,816
-6,456
| -49% | -$404K | 0.01% | 662 |
|
|
2020
Q1 | $800K | Buy |
13,272
+3,289
| +33% | +$198K | 0.02% | 395 |
|
|
2019
Q4 | $634K | Buy |
9,983
+3,951
| +66% | +$251K | 0.02% | 482 |
|
|
2019
Q3 | $391K | Sell |
6,032
-294
| -5% | -$19.1K | 0.02% | 472 |
|
|
2019
Q2 | $376K | Sell |
6,326
-4,460
| -41% | -$265K | 0.02% | 435 |
|
|
2019
Q1 | $606K | Sell |
10,786
-60
| -0.6% | -$3.37K | 0.04% | 352 |
|
|
2018
Q4 | $534K | Buy |
+10,846
| New | +$534K | 0.07% | 298 |
|
|
2016
Q1 | – | Sell |
-16,885
| Closed | -$606K | – | 541 |
|
|
2015
Q4 | $606K | Buy |
+16,885
| New | +$606K | 0.07% | 398 |
|