West Branch Capital’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1
| Closed | -$42 | – | 645 |
|
|
2024
Q3 | $42 | Buy |
+1
| New | +$42 | ﹤0.01% | 597 |
|
|
2024
Q2 | – | Sell |
-300
| Closed | -$16.1K | – | 436 |
|
|
2024
Q1 | $16.1K | Hold |
300
| – | – | 0.01% | 241 |
|
|
2023
Q4 | $18.6K | Sell |
300
-275
| -48% | -$17K | 0.01% | 228 |
|
|
2023
Q3 | $32.9K | Hold |
575
| – | – | 0.02% | 194 |
|
|
2023
Q2 | $35.7K | Hold |
575
| – | – | 0.02% | 191 |
|
|
2023
Q1 | $38.8K | Hold |
575
| – | – | 0.02% | 183 |
|
|
2022
Q4 | $40.3K | Hold |
575
| – | – | 0.02% | 182 |
|
|
2022
Q3 | $37K | Hold |
575
| – | – | 0.02% | 193 |
|
|
2022
Q2 | $41K | Hold |
575
| – | – | 0.02% | 184 |
|
|
2022
Q1 | $41K | Hold |
575
| – | – | 0.02% | 198 |
|
|
2021
Q4 | $39K | Hold |
575
| – | – | 0.02% | 214 |
|
|
2021
Q3 | $36K | Hold |
575
| – | – | 0.02% | 209 |
|
|
2021
Q2 | $38K | Buy |
+575
| New | +$38K | 0.02% | 213 |
|