Zullo Investment Group’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-284
| Closed | -$19.9K | – | 726 |
|
|
2022
Q4 | $19.9K | Buy |
284
+30
| +12% | +$2.1K | 0.01% | 395 |
|
|
2022
Q3 | $16K | Buy |
254
+36
| +17% | +$2.27K | 0.01% | 427 |
|
|
2022
Q2 | $15K | Buy |
218
+12
| +6% | +$826 | 0.01% | 444 |
|
|
2022
Q1 | $15K | Buy |
206
+136
| +194% | +$9.9K | 0.01% | 470 |
|
|
2021
Q4 | $5K | Buy |
+70
| New | +$5K | ﹤0.01% | 672 |
|