Chicago Equity Partners’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
$797K Sell
13,225
-13,250
-50% -$799K 0.08% 323
2019
Q4
$1.68M Sell
26,475
-6,165
-19% -$391K 0.1% 310
2019
Q3
$2.12M Buy
32,640
+19,330
+145% +$1.25M 0.1% 304
2019
Q2
$792K Hold
13,310
0.04% 585
2019
Q1
$748K Buy
+13,310
New +$748K 0.03% 587