Zeke Capital 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
Q4 | $238K | Hold |
3,393
| – | – | 0.02% | 403 |
|
|
2022
Q3 | $218K | Hold |
3,393
| – | – | 0.02% | 411 |
|
|
2022
Q2 | $241K | Hold |
3,393
| – | – | 0.02% | 395 |
|
|
2022
Q1 | $245K | Buy |
+3,393
| New | +$245K | 0.01% | 429 |
|
|
2018
Q4 | – | Sell |
-27,220
| Closed | -$1.29M | – | 660 |
|
|
2018
Q3 | $1.29M | Hold |
27,220
| – | – | 0.11% | 182 |
|
|
2018
Q2 | $1.24M | Buy |
27,220
+18,234
| +203% | +$833K | 0.12% | 149 |
|
|
2018
Q1 | $409K | Buy |
8,986
+3,298
| +58% | +$150K | 0.04% | 383 |
|
|
2017
Q4 | $274K | Buy |
5,688
+670
| +13% | +$32.3K | 0.03% | 411 |
|
|
2017
Q3 | $237K | Buy |
+5,018
| New | +$237K | 0.03% | 374 |
|