Advantage Investment Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $19K | Hold |
300
| – | – | 0.01% | 536 |
|
|
2019
Q2 | $18K | Hold |
300
| – | – | 0.01% | 556 |
|
|
2019
Q1 | $17K | Sell |
300
-121
| -29% | -$6.86K | 0.01% | 558 |
|
|
2018
Q4 | $21K | Hold |
421
| – | – | 0.02% | 503 |
|
|
2018
Q3 | $20K | Hold |
421
| – | – | 0.01% | 581 |
|
|
2018
Q2 | $19K | Hold |
421
| – | – | 0.01% | 555 |
|
|
2018
Q1 | $19K | Hold |
421
| – | – | 0.01% | 563 |
|
|
2017
Q4 | $20K | Hold |
421
| – | – | 0.01% | 578 |
|
|
2017
Q3 | $20K | Buy |
421
+121
| +40% | +$5.75K | 0.01% | 549 |
|
|
2017
Q2 | $14K | Buy |
300
+100
| +50% | +$4.67K | ﹤0.01% | 640 |
|
|
2017
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 714 |
|
|
2016
Q4 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 682 |
|