Edge Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $33K | Hold |
762
| – | – | ﹤0.01% | 566 |
|
|
2018
Q1 | $33K | Sell |
762
-63
| -8% | -$2.73K | ﹤0.01% | 580 |
|
|
2017
Q4 | $39K | Buy |
825
+63
| +8% | +$2.98K | ﹤0.01% | 560 |
|
|
2017
Q3 | $35K | Hold |
762
| – | – | ﹤0.01% | 563 |
|
|
2017
Q2 | $34K | Hold |
762
| – | – | ﹤0.01% | 574 |
|
|
2017
Q1 | $33K | Sell |
762
-18
| -2% | -$780 | ﹤0.01% | 589 |
|
|
2016
Q4 | $31K | Buy |
+780
| New | +$31K | ﹤0.01% | 547 |
|