Concert Wealth Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-9,551
| Closed | -$390K | – | 934 |
|
|
2016
Q3 | $390K | Sell |
9,551
-1,999
| -17% | -$81.6K | 0.05% | 427 |
|
|
2016
Q2 | $514K | Buy |
11,550
+803
| +7% | +$35.7K | 0.07% | 338 |
|
|
2016
Q1 | $447K | Sell |
10,747
-555
| -5% | -$23.1K | 0.06% | 376 |
|
|
2015
Q4 | $407K | Sell |
11,302
-192
| -2% | -$6.91K | 0.05% | 401 |
|
|
2015
Q3 | $406K | Buy |
11,494
+1,762
| +18% | +$62.2K | 0.06% | 395 |
|
|
2015
Q2 | $309K | Sell |
9,732
-775
| -7% | -$24.6K | 0.04% | 483 |
|
|
2015
Q1 | $233K | Buy |
10,507
+574
| +6% | +$12.7K | 0.07% | 361 |
|
|
2014
Q4 | $359K | Buy |
+9,933
| New | +$359K | 0.05% | 400 |
|