Ferris Capital’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-151
| Closed | -$8K | – | 625 |
|
|
2019
Q1 | $8K | Hold |
151
| – | – | ﹤0.01% | 495 |
|
|
2018
Q4 | $7K | Sell |
151
-20
| -12% | -$927 | ﹤0.01% | 490 |
|
|
2018
Q3 | $8K | Sell |
171
-80
| -32% | -$3.74K | ﹤0.01% | 511 |
|
|
2018
Q2 | $11K | Buy |
251
+20
| +9% | +$876 | ﹤0.01% | 473 |
|
|
2018
Q1 | $11K | Buy |
+231
| New | +$11K | ﹤0.01% | 491 |
|
|
2017
Q3 | – | Sell |
-151
| Closed | -$7K | – | 577 |
|
|
2017
Q2 | $7K | Buy |
+151
| New | +$7K | ﹤0.01% | 516 |
|