First Interstate Bank’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-955
| Closed | -$61K | – | 492 |
|
|
2019
Q4 | $61K | Sell |
955
-200
| -17% | -$12.8K | 0.01% | 260 |
|
|
2019
Q3 | $75K | Buy |
1,155
+700
| +154% | +$45.5K | 0.02% | 292 |
|
|
2019
Q2 | $27K | Hold |
455
| – | – | 0.01% | 427 |
|
|
2019
Q1 | $26K | Hold |
455
| – | – | 0.01% | 427 |
|
|
2018
Q4 | $22K | Hold |
455
| – | – | 0.01% | 423 |
|
|
2018
Q3 | $21K | Hold |
455
| – | – | ﹤0.01% | 470 |
|
|
2018
Q2 | $21K | Hold |
455
| – | – | ﹤0.01% | 472 |
|
|
2018
Q1 | $21K | Buy |
+455
| New | +$21K | ﹤0.01% | 476 |
|
|
2017
Q1 | – | Sell |
-47
| Closed | -$2K | – | 741 |
|
|
2016
Q4 | $2K | Hold |
47
| – | – | ﹤0.01% | 712 |
|
|
2016
Q3 | $2K | Hold |
47
| – | – | ﹤0.01% | 728 |
|
|
2016
Q2 | $2K | Hold |
47
| – | – | ﹤0.01% | 705 |
|
|
2016
Q1 | $2K | Hold |
47
| – | – | ﹤0.01% | 718 |
|
|
2015
Q4 | $2K | Hold |
47
| – | – | ﹤0.01% | 735 |
|
|
2015
Q3 | $2K | Buy |
+47
| New | +$2K | ﹤0.01% | 757 |
|