IMS
Index Management Solutions’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $80K | Buy |
2,253
+125
| +6% | +$4.44K | 0.08% | 81 |
|
|
2015
Q2 | $68K | Buy |
2,128
+983
| +86% | +$31.4K | 0.06% | 157 |
|
|
2015
Q1 | $40K | Sell |
1,145
-104
| -8% | -$3.63K | 0.03% | 175 |
|
|
2014
Q4 | $45K | Sell |
1,249
-812
| -39% | -$29.3K | 0.01% | 392 |
|
|
2014
Q3 | $63K | Buy |
2,061
+359
| +21% | +$11K | 0.01% | 801 |
|
|
2014
Q2 | $55K | Sell |
1,702
-193
| -10% | -$6.24K | 0.01% | 800 |
|
|
2014
Q1 | $58K | Sell |
1,895
-1,146
| -38% | -$35.1K | 0.01% | 736 |
|
|
2013
Q4 | $85K | Buy |
3,041
+300
| +11% | +$8.39K | 0.02% | 254 |
|
|
2013
Q3 | $76K | Buy |
+2,741
| New | +$76K | 0.02% | 273 |
|