Corda Investment Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-44,740
| Closed | -$1.99M | – | 58 |
|
|
2017
Q1 | $1.99M | Sell |
44,740
-267
| -0.6% | -$11.9K | 0.3% | 52 |
|
|
2016
Q4 | $1.83M | Buy |
45,007
+640
| +1% | +$26K | 0.28% | 51 |
|
|
2016
Q3 | $1.85M | Sell |
44,367
-475
| -1% | -$19.8K | 0.3% | 52 |
|
|
2016
Q2 | $2.01M | Sell |
44,842
-737
| -2% | -$33K | 0.32% | 50 |
|
|
2016
Q1 | $1.91M | Sell |
45,579
-920
| -2% | -$38.5K | 0.33% | 49 |
|
|
2015
Q4 | $1.67M | Buy |
46,499
+930
| +2% | +$33.4K | 0.31% | 53 |
|
|
2015
Q3 | $1.61M | Buy |
45,569
+140
| +0.3% | +$4.96K | 0.31% | 54 |
|
|
2015
Q2 | $1.46M | Sell |
45,429
-900
| -2% | -$28.9K | 0.27% | 52 |
|
|
2015
Q1 | $1.61M | Sell |
46,329
-200
| -0.4% | -$6.96K | 0.3% | 53 |
|
|
2014
Q4 | $1.67M | Buy |
46,529
+1,336
| +3% | +$48K | 0.32% | 51 |
|
|
2014
Q3 | $1.37M | Sell |
45,193
-500
| -1% | -$15.2K | 0.28% | 49 |
|
|
2014
Q2 | $1.47M | Hold |
45,693
| – | – | 0.31% | 48 |
|
|
2014
Q1 | $1.39M | Sell |
45,693
-650
| -1% | -$19.7K | 0.34% | 44 |
|
|
2013
Q4 | $1.3M | Buy |
46,343
+900
| +2% | +$25.1K | 0.31% | 48 |
|
|
2013
Q3 | $1.26M | Sell |
45,443
-1,770
| -4% | -$48.9K | 0.34% | 46 |
|
|
2013
Q2 | $1.34M | Buy |
+47,213
| New | +$1.34M | 0.45% | 37 |
|