Community Financial Services 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
Q4 | – | Sell |
-778
| Closed | -$28K | – | 233 |
|
|
2015
Q3 | $28K | Hold |
778
| – | – | 0.01% | 158 |
|
|
2015
Q2 | $25K | Hold |
778
| – | – | 0.01% | 179 |
|
|
2015
Q1 | $27K | Hold |
778
| – | – | 0.01% | 176 |
|
|
2014
Q4 | $28K | Hold |
778
| – | – | 0.01% | 176 |
|
|
2014
Q3 | $24K | Hold |
778
| – | – | 0.01% | 161 |
|
|
2014
Q2 | $25K | Hold |
778
| – | – | 0.01% | 155 |
|
|
2014
Q1 | $24K | Buy |
+778
| New | +$24K | 0.01% | 160 |
|
|
2013
Q4 | – | Sell |
-1,130
| Closed | -$31K | – | 198 |
|
|
2013
Q3 | $31K | Buy |
1,130
+352
| +45% | +$9.66K | 0.02% | 135 |
|
|
2013
Q2 | $22K | Buy |
+778
| New | +$22K | 0.01% | 152 |
|