Founders Financial Securities’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 |
-12,249
| Closed | -$689K | – | 128 |
|
|
2019
Q1 | $689K | Sell |
12,249
-191
| -2% | -$10.7K | 0.22% | 73 |
|
|
2018
Q4 | $613K | Sell |
12,440
-525
| -4% | -$25.9K | 0.22% | 66 |
|
|
2018
Q3 | $612K | Buy |
12,965
+109
| +0.8% | +$5.15K | 0.17% | 78 |
|
|
2018
Q2 | $587K | Sell |
12,856
-123
| -0.9% | -$5.62K | 0.18% | 77 |
|
|
2018
Q1 | $590K | Buy |
12,979
+373
| +3% | +$17K | 0.19% | 75 |
|
|
2017
Q4 | $606K | Buy |
+12,606
| New | +$606K | 0.2% | 72 |
|