Guardian Investor Services’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $122K | Hold |
3,498
| – | – | 0.1% | 256 |
|
|
2014
Q4 | $126K | Sell |
3,498
-86
| -2% | -$3.1K | 0.1% | 247 |
|
|
2014
Q3 | $109K | Sell |
3,584
-123
| -3% | -$3.74K | 0.09% | 267 |
|
|
2014
Q2 | $119K | Sell |
3,707
-131
| -3% | -$4.21K | 0.09% | 262 |
|
|
2014
Q1 | $117K | Sell |
3,838
-145
| -4% | -$4.42K | 0.09% | 269 |
|
|
2013
Q4 | $111K | Hold |
3,983
| – | – | 0.08% | 289 |
|
|
2013
Q3 | $110K | Buy |
3,983
+16
| +0.4% | +$442 | 0.09% | 269 |
|
|
2013
Q2 | $112K | Buy |
+3,967
| New | +$112K | 0.1% | 254 |
|