Crosspoint Capital Strategies’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 |
-7,270
| Closed | -$257K | – | 1224 |
|
|
2015
Q3 | $257K | Sell |
7,270
-797
| -10% | -$28.2K | 0.3% | 83 |
|
|
2015
Q2 | $260K | Hold |
8,067
| – | – | 0.07% | 146 |
|
|
2015
Q1 | $281K | Sell |
8,067
-550
| -6% | -$19.2K | 0.14% | 115 |
|
|
2014
Q4 | $310K | Buy |
8,617
+7,817
| +977% | +$281K | 0.11% | 150 |
|
|
2014
Q3 | $24K | Hold |
800
| – | – | 0.02% | 291 |
|
|
2014
Q2 | $26K | Sell |
800
-500
| -38% | -$16.3K | 0.01% | 312 |
|
|
2014
Q1 | $39K | Hold |
1,300
| – | – | 0.02% | 289 |
|
|
2013
Q4 | $39K | Buy |
+1,300
| New | +$39K | 0.01% | 288 |
|