1st Global Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $220K | Buy |
4,798
+17
| +0.4% | +$779 | 0.03% | 456 |
|
|
2017
Q1 | $213K | Sell |
4,781
-369
| -7% | -$16.4K | 0.02% | 469 |
|
|
2016
Q4 | $210K | Sell |
5,150
-1,391
| -21% | -$56.7K | 0.03% | 479 |
|
|
2016
Q3 | $269K | Buy |
6,541
+55
| +0.8% | +$2.26K | 0.04% | 403 |
|
|
2016
Q2 | $290K | Sell |
6,486
-52
| -0.8% | -$2.33K | 0.04% | 361 |
|
|
2016
Q1 | $273K | Buy |
+6,538
| New | +$273K | 0.04% | 370 |
|