Crawford Investment Counsel’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 |
-8,468
| Closed | -$348K | – | 256 |
|
|
2016
Q3 | $348K | Buy |
8,468
+500
| +6% | +$20.5K | 0.01% | 211 |
|
|
2016
Q2 | $357K | Hold |
7,968
| – | – | 0.01% | 210 |
|
|
2016
Q1 | $333K | Hold |
7,968
| – | – | 0.01% | 212 |
|
|
2015
Q4 | $286K | Hold |
7,968
| – | – | 0.01% | 217 |
|
|
2015
Q3 | $282K | Hold |
7,968
| – | – | 0.01% | 225 |
|
|
2015
Q2 | $256K | Hold |
7,968
| – | – | 0.01% | 231 |
|
|
2015
Q1 | $277K | Hold |
7,968
| – | – | 0.01% | 221 |
|
|
2014
Q4 | $286K | Hold |
7,968
| – | – | 0.01% | 218 |
|
|
2014
Q3 | $242K | Sell |
7,968
-395
| -5% | -$12K | 0.01% | 221 |
|
|
2014
Q2 | $270K | Buy |
+8,363
| New | +$270K | 0.01% | 211 |
|