Beacon Financial Group’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-86,997
| Closed | -$3.16M | – | 190 |
|
|
2014
Q4 | $3.16M | Buy |
86,997
+78,777
| +958% | +$2.87M | 0.66% | 54 |
|
|
2014
Q3 | $333K | Sell |
8,220
-73,916
| -90% | -$2.99M | 0.07% | 145 |
|
|
2014
Q2 | $2.62M | Buy |
82,136
+7,614
| +10% | +$243K | 0.58% | 59 |
|
|
2014
Q1 | $2.24M | Buy |
74,522
+9,841
| +15% | +$296K | 0.46% | 59 |
|
|
2013
Q4 | $1.81M | Buy |
+64,681
| New | +$1.81M | 0.35% | 72 |
|