Tandem Investment Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,745
| Closed | -$321K | – | 84 |
|
|
2021
Q4 | $321K | Sell |
4,745
-40
| -0.8% | -$2.71K | 0.02% | 63 |
|
|
2021
Q3 | $299K | Sell |
4,785
-368
| -7% | -$23K | 0.02% | 62 |
|
|
2021
Q2 | $339K | Sell |
5,153
-451
| -8% | -$29.7K | 0.03% | 57 |
|
|
2021
Q1 | $373K | Sell |
5,604
-1,173
| -17% | -$78.1K | 0.04% | 54 |
|
|
2020
Q4 | $452K | Buy |
+6,777
| New | +$452K | 0.05% | 49 |
|