Exencial Wealth Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-6,417
| Closed | -$220K | – | 146 |
|
|
2015
Q1 | $220K | Sell |
6,417
-1,037
| -14% | -$35.6K | 0.09% | 140 |
|
|
2014
Q4 | $270K | Hold |
7,454
| – | – | 0.12% | 127 |
|
|
2014
Q3 | $227K | Buy |
7,454
+5
| +0.1% | +$152 | 0.1% | 139 |
|
|
2014
Q2 | $236K | Buy |
7,449
+4
| +0.1% | +$127 | 0.1% | 134 |
|
|
2014
Q1 | $235K | Hold |
7,445
| – | – | 0.1% | 137 |
|
|
2013
Q4 | $213K | Buy |
7,445
+4
| +0.1% | +$114 | 0.1% | 129 |
|
|
2013
Q3 | $214K | Buy |
7,441
+5
| +0.1% | +$144 | 0.1% | 130 |
|
|
2013
Q2 | $216K | Buy |
+7,436
| New | +$216K | 0.11% | 130 |
|