BHF Kleinwort Benson Group’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $698K | Buy |
+16,700
| New | +$698K | 0.02% | 312 |
|
|
2015
Q3 | – | Sell |
-7,200
| Closed | -$232K | – | 515 |
|
|
2015
Q2 | $232K | Buy |
+7,200
| New | +$232K | 0.01% | 380 |
|
|
2015
Q1 | – | Sell |
-29,000
| Closed | -$1.08M | – | 473 |
|
|
2014
Q4 | $1.08M | Sell |
29,000
-10,800
| -27% | -$402K | 0.03% | 253 |
|
|
2014
Q3 | $951K | Buy |
39,800
+9,600
| +32% | +$229K | 0.03% | 249 |
|
|
2014
Q2 | $705K | Buy |
+30,200
| New | +$705K | 0.02% | 272 |
|