Boston Private Bank & Trust’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 | $140K | Hold |
4,017
| – | – | 0.01% | 438 |
|
|
2014
Q4 | $144K | Sell |
4,017
-156
| -4% | -$5.59K | 0.01% | 438 |
|
|
2014
Q3 | $127K | Hold |
4,173
| – | – | 0.01% | 445 |
|
|
2014
Q2 | $134K | Buy |
4,173
+200
| +5% | +$6.42K | 0.01% | 446 |
|
|
2014
Q1 | $121K | Hold |
3,973
| – | – | 0.01% | 462 |
|
|
2013
Q4 | $111K | Hold |
3,973
| – | – | 0.01% | 471 |
|
|
2013
Q3 | $110K | Sell |
3,973
-611
| -13% | -$16.9K | 0.01% | 456 |
|
|
2013
Q2 | $130K | Buy |
+4,584
| New | +$130K | 0.01% | 427 |
|