Genesee Valley Trust’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
$628K Sell
2017
Q4
$709K Sell
2017
Q3
$896K Sell
2017
Q2
$880K Sell
2017
Q1
$869 Sell
2016
Q4
$819 Buy
2016
Q3
$430K Buy
2016
Q2
$238K Buy
2016
Q1
$217K Buy