Integrated Investment Consultants’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,000
| Closed | -$45K | – | 713 |
|
|
2018
Q1 | $45K | Buy |
+1,000
| New | +$45K | 0.02% | 449 |
|
|
2017
Q3 | $47K | Hold |
1,000
| – | – | 0.02% | 402 |
|
|
2017
Q2 | $46K | Hold |
1,000
| – | – | 0.02% | 400 |
|
|
2017
Q1 | $44K | Hold |
1,000
| – | – | 0.02% | 402 |
|
|
2016
Q4 | $41K | Hold |
1,000
| – | – | 0.02% | 398 |
|
|
2016
Q3 | $40K | Sell |
1,000
-155
| -13% | -$6.2K | 0.02% | 408 |
|
|
2016
Q2 | $52K | Hold |
1,155
| – | – | 0.03% | 389 |
|
|
2016
Q1 | $47K | Buy |
+1,155
| New | +$47K | 0.03% | 356 |
|