Thomas White International’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $473K | Hold |
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|
2023
Q1 | $513K | Buy |
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|
2022
Q4 | $531K | Sell |
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|
2022
Q3 | $488K | Hold |
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|
2022
Q2 | $540K | Hold |
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|
2022
Q1 | $550K | Hold |
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|
2021
Q4 | $516K | Hold |
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|
2021
Q3 | $477K | Hold |
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|
2021
Q2 | $502K | Hold |
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|
2021
Q1 | $507K | Sell |
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|
2020
Q4 | $719K | Sell |
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|
2020
Q3 | $1.14M | Hold |
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|
2020
Q2 | $1.03M | Hold |
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|
2020
Q1 | $995K | Sell |
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|
2019
Q4 | $1.52M | Sell |
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|
2019
Q3 | $1.56M | Buy |
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|
2019
Q2 | $1.23M | Hold |
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|
2019
Q1 | $1.16M | Hold |
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|
2018
Q4 | $1.02M | Hold |
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|
2018
Q3 | $975K | Buy |
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|
2018
Q2 | $807K | Hold |
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|
2018
Q1 | $803K | Sell |
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|
2017
Q4 | $876K | Hold |
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|
2017
Q3 | $862K | Hold |
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|
2017
Q2 | $835K | Buy |
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