1919 Investment Counsel’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $106K | Sell |
3,470
-1,600
| -32% | -$48.9K | ﹤0.01% | 618 |
|
|
2014
Q2 | $164K | Sell |
5,070
-200
| -4% | -$6.47K | ﹤0.01% | 561 |
|
|
2014
Q1 | $160K | Buy |
5,270
+270
| +5% | +$8.2K | ﹤0.01% | 552 |
|
|
2013
Q4 | $140K | Hold |
5,000
| – | – | ﹤0.01% | 570 |
|
|
2013
Q3 | $139K | Hold |
5,000
| – | – | ﹤0.01% | 559 |
|
|
2013
Q2 | $142K | Buy |
+5,000
| New | +$142K | ﹤0.01% | 540 |
|