Integrated Wealth Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,115
| Closed | -$46K | – | 1019 |
|
|
2016
Q3 | $46K | Hold |
1,115
| – | – | 0.02% | 423 |
|
|
2016
Q2 | $50K | Hold |
1,115
| – | – | 0.02% | 408 |
|
|
2016
Q1 | $47K | Hold |
1,115
| – | – | 0.02% | 400 |
|
|
2015
Q4 | $40K | Sell |
1,115
-353
| -24% | -$12.7K | 0.02% | 437 |
|
|
2015
Q3 | $52K | Hold |
1,468
| – | – | 0.02% | 382 |
|
|
2015
Q2 | $47K | Sell |
1,468
-38
| -3% | -$1.22K | 0.02% | 413 |
|
|
2015
Q1 | $52K | Buy |
+1,506
| New | +$52K | 0.02% | 384 |
|