First Allied Advisory Services’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.36M | Sell |
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|
2020
Q2 | $1.34M | Buy |
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|
2020
Q1 | $1.27M | Buy |
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|
2019
Q4 | $1.32M | Sell |
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|
2019
Q3 | $1.35M | Sell |
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|
2019
Q2 | $1.27M | Sell |
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|
2019
Q1 | $1.2M | Sell |
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|
2018
Q4 | $1.05M | Sell |
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|
2018
Q3 | $1.04M | Buy |
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|
2018
Q2 | $963K | Buy |
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|
2018
Q1 | $903K | Sell |
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|
2017
Q4 | $1.01M | Buy |
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|
2017
Q3 | $1M | Sell |
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|
2017
Q2 | $1.04M | Sell |
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|
2017
Q1 | $1.01M | Sell |
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|
2016
Q4 | $1.06M | Buy |
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|
2016
Q3 | $809K | Sell |
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|
2016
Q2 | $1.08M | Buy |
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|
2016
Q1 | $1.02M | Sell |
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|
2015
Q4 | $981K | Buy |
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|
2015
Q3 | $945K | Buy |
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|
2015
Q2 | $757K | Buy |
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|
2015
Q1 | $757K | Buy |
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|
2014
Q4 | $383K | Buy |
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|
2014
Q3 | $312K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $202K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $240K | Sell |
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|
2013
Q2 | $280K | Buy |
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