IKOS CIF’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-4,380
| Closed | -$143K | – | 251 |
|
|
2015
Q4 | $143K | Hold |
4,380
| – | – | 0.44% | 97 |
|
|
2015
Q3 | $143K | Buy |
4,380
+600
| +16% | +$19.6K | 0.42% | 122 |
|
|
2015
Q2 | $122K | Buy |
+3,780
| New | +$122K | 0.4% | 114 |
|
|
2014
Q4 | – | Sell |
-2,001
| Closed | -$61K | – | 327 |
|
|
2014
Q3 | $61K | Buy |
+2,001
| New | +$61K | 0.09% | 212 |
|