Courier Capital’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-7,205
| Closed | -$323K | – | 289 |
|
|
2016
Q2 | $323K | Hold |
7,205
| – | – | 0.06% | 211 |
|
|
2016
Q1 | $301K | Hold |
7,205
| – | – | 0.06% | 212 |
|
|
2015
Q4 | $259K | Sell |
7,205
-511
| -7% | -$18.4K | 0.06% | 225 |
|
|
2015
Q3 | $273K | Hold |
7,716
| – | – | 0.06% | 209 |
|
|
2015
Q2 | $248K | Hold |
7,716
| – | – | 0.05% | 231 |
|
|
2015
Q1 | $269K | Hold |
7,716
| – | – | 0.05% | 219 |
|
|
2014
Q4 | $277K | Hold |
7,716
| – | – | 0.06% | 224 |
|
|
2014
Q3 | $235K | Sell |
7,716
-3,785
| -33% | -$115K | 0.05% | 247 |
|
|
2014
Q2 | $371K | Hold |
11,501
| – | – | 0.07% | 192 |
|
|
2014
Q1 | $349K | Buy |
+11,501
| New | +$349K | 0.07% | 192 |
|