Dynamic Capital Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-11,400
| Closed | -$409K | – | 449 |
|
|
2015
Q4 | $409K | Buy |
+11,400
| New | +$409K | 0.2% | 183 |
|
|
2014
Q1 | – | Sell |
-54,123
| Closed | -$1.51M | – | 536 |
|
|
2013
Q4 | $1.51M | Buy |
54,123
+22,830
| +73% | +$638K | 0.28% | 116 |
|
|
2013
Q3 | $864K | Buy |
31,293
+14,593
| +87% | +$403K | 0.19% | 186 |
|
|
2013
Q2 | $473K | Buy |
+16,700
| New | +$473K | 0.12% | 222 |
|