B. Riley Wealth Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-300
| Closed | -$9K | – | 767 |
|
|
2015
Q2 | $9K | Sell |
300
-200
| -40% | -$6K | 0.01% | 769 |
|
|
2015
Q1 | $17K | Hold |
500
| – | – | 0.01% | 652 |
|
|
2014
Q4 | $17K | Hold |
500
| – | – | 0.01% | 631 |
|
|
2014
Q3 | $15K | Hold |
500
| – | – | 0.01% | 685 |
|
|
2014
Q2 | $16K | Hold |
500
| – | – | 0.01% | 719 |
|
|
2014
Q1 | $15K | Buy |
+500
| New | +$15K | 0.01% | 685 |
|