Daiwa SB Investments’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $7K | Hold |
120
| – | – | ﹤0.01% | 216 |
|
|
2018
Q4 | $6K | Hold |
120
| – | – | ﹤0.01% | 228 |
|
|
2018
Q3 | $6K | Buy |
120
+30
| +33% | +$1.5K | ﹤0.01% | 233 |
|
|
2018
Q2 | $4K | Hold |
90
| – | – | ﹤0.01% | 242 |
|
|
2018
Q1 | $4K | Hold |
90
| – | – | ﹤0.01% | 231 |
|
|
2017
Q4 | $4K | Hold |
90
| – | – | ﹤0.01% | 233 |
|
|
2017
Q3 | $4K | Buy |
+90
| New | +$4K | ﹤0.01% | 232 |
|