Foresters Investment Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $9.78M | Sell |
150,726
-35,324
| -19% | -$2.29M | 0.19% | 176 |
|
|
2019
Q2 | $11.1M | Sell |
186,050
-30,000
| -14% | -$1.78M | 0.2% | 170 |
|
|
2019
Q1 | $12.1M | Sell |
216,050
-45,000
| -17% | -$2.53M | 0.21% | 155 |
|
|
2018
Q4 | $12.9M | Sell |
261,050
-86,150
| -25% | -$4.24M | 0.24% | 138 |
|
|
2018
Q3 | $16.4M | Buy |
347,200
+119,100
| +52% | +$5.62M | 0.26% | 124 |
|
|
2018
Q2 | $10.4M | Buy |
+228,100
| New | +$10.4M | 0.18% | 183 |
|
|
2017
Q4 | – | Sell |
-2,734
| Closed | -$129K | – | 651 |
|
|
2017
Q3 | $129K | Hold |
2,734
| – | – | ﹤0.01% | 521 |
|
|
2017
Q2 | $125K | Buy |
+2,734
| New | +$125K | ﹤0.01% | 516 |
|