Archford Capital Strategies’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 | – | Sell |
-495
| Closed | -$29K | – | 528 |
|
|
2019
Q2 | $29K | Hold |
495
| – | – | 0.01% | 314 |
|
|
2019
Q1 | $28K | Hold |
495
| – | – | 0.01% | 308 |
|
|
2018
Q4 | $24K | Hold |
495
| – | – | 0.01% | 302 |
|
|
2018
Q3 | $23K | Hold |
495
| – | – | 0.01% | 346 |
|
|
2018
Q2 | $23K | Hold |
495
| – | – | 0.01% | 353 |
|
|
2018
Q1 | $24K | Buy |
+495
| New | +$24K | 0.01% | 260 |
|
|
2017
Q2 | – | Sell |
-495
| Closed | -$22K | – | 635 |
|
|
2017
Q1 | $22K | Hold |
495
| – | – | 0.01% | 361 |
|
|
2016
Q4 | $20K | Hold |
495
| – | – | 0.01% | 325 |
|
|
2016
Q3 | $20K | Hold |
495
| – | – | 0.01% | 332 |
|
|
2016
Q2 | $22K | Buy |
+495
| New | +$22K | 0.01% | 324 |
|
|
2016
Q1 | – | Sell |
-495
| Closed | -$18K | – | 617 |
|
|
2015
Q4 | $18K | Hold |
495
| – | – | 0.01% | 384 |
|
|
2015
Q3 | $18K | Hold |
495
| – | – | 0.01% | 289 |
|
|
2015
Q2 | $16K | Hold |
495
| – | – | 0.01% | 295 |
|
|
2015
Q1 | $17.2K | Sell |
495
-1,988
| -80% | -$69.2K | 0.01% | 296 |
|
|
2014
Q4 | $89K | Buy |
2,483
+544
| +28% | +$19.5K | 0.07% | 162 |
|
|
2014
Q3 | $59K | Buy |
1,939
+654
| +51% | +$19.9K | 0.05% | 195 |
|
|
2014
Q2 | $41.4K | Sell |
1,285
-169
| -12% | -$5.45K | 0.03% | 228 |
|
|
2014
Q1 | $44.1K | Buy |
+1,454
| New | +$44.1K | 0.04% | 234 |
|