Aviance 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-20,598
| Closed | -$922K | – | 349 |
|
|
2016
Q2 | $922K | Buy |
20,598
+1,818
| +10% | +$81.4K | 0.03% | 213 |
|
|
2016
Q1 | $785K | Buy |
18,780
+2,315
| +14% | +$96.8K | 0.03% | 202 |
|
|
2015
Q4 | $591K | Buy |
16,465
+6,551
| +66% | +$235K | 0.02% | 210 |
|
|
2015
Q3 | $351K | Buy |
+9,914
| New | +$351K | 0.01% | 235 |
|
|
2014
Q1 | – | Sell |
-47
| Closed | -$1K | – | 412 |
|
|
2013
Q4 | $1K | Hold |
47
| – | – | ﹤0.01% | 422 |
|
|
2013
Q3 | $1K | Sell |
47
-5,188
| -99% | -$110K | ﹤0.01% | 446 |
|
|
2013
Q2 | $148K | Buy |
+5,235
| New | +$148K | 0.08% | 154 |
|