Beech Hill Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-13,250
| Closed | -$427K | – | 149 |
|
|
2014
Q2 | $427K | Sell |
13,250
-1,700
| -11% | -$54.8K | 0.19% | 95 |
|
|
2014
Q1 | $454K | Sell |
14,950
-1,100
| -7% | -$33.4K | 0.21% | 91 |
|
|
2013
Q4 | $448K | Sell |
16,050
-2,000
| -11% | -$55.8K | 0.23% | 83 |
|
|
2013
Q3 | $498K | Hold |
18,050
| – | – | 0.27% | 70 |
|
|
2013
Q2 | $512K | Buy |
+18,050
| New | +$512K | 0.29% | 68 |
|