Allegis Investment Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $566K | Buy |
12,455
+445
| +4% | +$20.2K | 0.17% | 119 |
|
|
2017
Q4 | $578K | Buy |
12,010
+3,242
| +37% | +$156K | 0.17% | 135 |
|
|
2017
Q3 | $415K | Buy |
8,768
+1,467
| +20% | +$69.4K | 0.1% | 173 |
|
|
2017
Q2 | $335K | Buy |
+7,301
| New | +$335K | 0.09% | 194 |
|
|
2016
Q1 | – | Sell |
-1,517
| Closed | -$54K | – | 906 |
|
|
2015
Q4 | $54K | Buy |
+1,517
| New | +$54K | 0.03% | 318 |
|