First City 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
Q2 | – | Sell |
-500
| Closed | -$20.9K | – | 517 |
|
|
2016
Q1 | $20.9K | Hold |
500
| – | – | 0.01% | 381 |
|
|
2015
Q4 | $18K | Hold |
500
| – | – | 0.01% | 401 |
|
|
2015
Q3 | $17.7K | Hold |
500
| – | – | 0.01% | 392 |
|
|
2015
Q2 | $16.1K | Hold |
500
| – | – | 0.01% | 393 |
|
|
2015
Q1 | $17.4K | Hold |
500
| – | – | 0.01% | 377 |
|
|
2014
Q4 | $18K | Hold |
500
| – | – | 0.01% | 387 |
|
|
2014
Q3 | $15.2K | Hold |
500
| – | – | 0.01% | 393 |
|
|
2014
Q2 | $16.1K | Hold |
500
| – | – | 0.01% | 406 |
|
|
2014
Q1 | $15.2K | Buy |
+500
| New | +$15.2K | 0.01% | 404 |
|