Wellesley Investment Partners’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $629K | Sell |
9,124
-1,553
| -15% | -$107K | 0.22% | 48 |
|
|
2020
Q2 | $667K | Sell |
10,677
-2,485
| -19% | -$155K | 0.24% | 47 |
|
|
2020
Q1 | $793K | Sell |
13,162
-1,474
| -10% | -$88.8K | 0.32% | 37 |
|
|
2019
Q4 | $929K | Buy |
14,636
+505
| +4% | +$32.1K | 0.29% | 47 |
|
|
2019
Q3 | $917K | Buy |
14,131
+1,613
| +13% | +$105K | 0.3% | 41 |
|
|
2019
Q2 | $744K | Buy |
+12,518
| New | +$744K | 0.26% | 53 |
|