Apriem Advisors’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 | – | Sell |
-4,000
| Closed | -$129K | – | 577 |
|
|
2014
Q2 | $129K | Hold |
4,000
| – | – | 0.05% | 135 |
|
|
2014
Q1 | $121K | Hold |
4,000
| – | – | 0.05% | 147 |
|
|
2013
Q4 | $112K | Hold |
4,000
| – | – | 0.04% | 141 |
|
|
2013
Q3 | $110K | Hold |
4,000
| – | – | 0.05% | 141 |
|
|
2013
Q2 | $113K | Buy |
+4,000
| New | +$113K | 0.06% | 136 |
|