Armbruster Capital Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-600
| Closed | -$24K | – | 293 |
|
2016
Q4 | $24K | Hold |
600
| – | – | 0.01% | 169 |
|
2016
Q3 | $25K | Hold |
600
| – | – | 0.02% | 168 |
|
2016
Q2 | $27K | Hold |
600
| – | – | 0.02% | 172 |
|
2016
Q1 | $25K | Hold |
600
| – | – | 0.02% | 175 |
|
2015
Q4 | $22K | Buy |
+600
| New | +$22K | 0.02% | 195 |
|