AlphaOne Investment Services’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-200
| Closed | -$13K | – | 91 |
|
|
2019
Q3 | $13K | Hold |
200
| – | – | 0.02% | 73 |
|
|
2019
Q2 | $12K | Hold |
200
| – | – | 0.01% | 165 |
|
|
2019
Q1 | $11K | Hold |
200
| – | – | 0.01% | 186 |
|
|
2018
Q4 | $10K | Hold |
200
| – | – | ﹤0.01% | 192 |
|
|
2018
Q3 | $9K | Buy |
200
+46
| +30% | +$2.07K | ﹤0.01% | 200 |
|
|
2018
Q2 | $7K | Sell |
154
-1,053
| -87% | -$47.9K | ﹤0.01% | 210 |
|
|
2018
Q1 | $55K | Buy |
1,207
+1,053
| +684% | +$48K | 0.02% | 279 |
|
|
2017
Q4 | $7K | Buy |
+154
| New | +$7K | ﹤0.01% | 296 |
|