Fred Alger 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 | – | Sell |
-308
| Closed | -$18K | – | 547 |
|
|
2019
Q2 | $18K | Hold |
308
| – | – | ﹤0.01% | 449 |
|
|
2019
Q1 | $17K | Buy |
308
+193
| +168% | +$10.7K | ﹤0.01% | 449 |
|
|
2018
Q4 | $6K | Sell |
115
-11
| -9% | -$574 | ﹤0.01% | 507 |
|
|
2018
Q3 | $6K | Hold |
126
| – | – | ﹤0.01% | 528 |
|
|
2018
Q2 | $6K | Hold |
126
| – | – | ﹤0.01% | 529 |
|
|
2018
Q1 | $6K | Hold |
126
| – | – | ﹤0.01% | 535 |
|
|
2017
Q4 | $6K | Buy |
+126
| New | +$6K | ﹤0.01% | 541 |
|
|
2017
Q3 | – | Sell |
-271
| Closed | -$12K | – | 544 |
|
|
2017
Q2 | $12K | Sell |
271
-278
| -51% | -$12.3K | ﹤0.01% | 483 |
|
|
2017
Q1 | $24K | Sell |
549
-199
| -27% | -$8.7K | ﹤0.01% | 431 |
|
|
2016
Q4 | $30K | Hold |
748
| – | – | ﹤0.01% | 392 |
|
|
2016
Q3 | $31K | Buy |
748
+269
| +56% | +$11.1K | ﹤0.01% | 406 |
|
|
2016
Q2 | $21K | Buy |
479
+277
| +137% | +$12.1K | ﹤0.01% | 452 |
|
|
2016
Q1 | $8K | Buy |
+202
| New | +$8K | ﹤0.01% | 514 |
|
|
2013
Q3 | – | Sell |
-216
| Closed | -$6K | – | 604 |
|
|
2013
Q2 | $6K | Buy |
+216
| New | +$6K | ﹤0.01% | 532 |
|