Hillsdale 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-4,100
| Closed | -$145K | – | 602 |
|
|
2015
Q3 | $145K | Buy |
4,100
+100
| +3% | +$3.54K | 0.05% | 356 |
|
|
2015
Q2 | $129K | Buy |
4,000
+500
| +14% | +$16.1K | 0.04% | 383 |
|
|
2015
Q1 | $122K | Sell |
3,500
-300
| -8% | -$10.5K | 0.03% | 380 |
|
|
2014
Q4 | $136K | Sell |
3,800
-2,500
| -40% | -$89.5K | 0.04% | 356 |
|
|
2014
Q3 | $192K | Sell |
6,300
-2,000
| -24% | -$61K | 0.06% | 312 |
|
|
2014
Q2 | $268K | Buy |
8,300
+100
| +1% | +$3.23K | 0.06% | 263 |
|
|
2014
Q1 | $249K | Buy |
8,200
+1,100
| +15% | +$33.4K | 0.07% | 259 |
|
|
2013
Q4 | $198K | Buy |
7,100
+1,000
| +16% | +$27.9K | 0.06% | 308 |
|
|
2013
Q3 | $168K | Sell |
6,100
-1,800
| -23% | -$49.6K | 0.05% | 306 |
|
|
2013
Q2 | $224K | Buy |
+7,900
| New | +$224K | 0.07% | 273 |
|