Vontobel Holding’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-12,680
| Closed | -$890K | – | 1116 |
|
|
2022
Q2 | $890K | Buy |
12,680
+1,298
| +11% | +$91.1K | 0.01% | 564 |
|
|
2022
Q1 | $823K | Hold |
11,382
| – | – | 0.01% | 670 |
|
|
2021
Q4 | $771K | Sell |
11,382
-5,271
| -32% | -$357K | 0.01% | 699 |
|
|
2021
Q3 | $1.04M | Buy |
16,653
+968
| +6% | +$60.5K | 0.01% | 606 |
|
|
2021
Q2 | $1.03M | Sell |
15,685
-2,516
| -14% | -$165K | 0.01% | 588 |
|
|
2021
Q1 | $1.21M | Sell |
18,201
-783
| -4% | -$52.1K | 0.01% | 489 |
|
|
2020
Q4 | $1.18M | Buy |
+18,984
| New | +$1.18M | 0.01% | 467 |
|