Kanaly Trust’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 | $43K | Hold |
1,051
| – | – | 0.01% | 302 |
|
|
2016
Q3 | $43K | Hold |
1,051
| – | – | 0.01% | 291 |
|
|
2016
Q2 | $47K | Hold |
1,051
| – | – | 0.01% | 289 |
|
|
2016
Q1 | $44K | Buy |
1,051
+551
| +110% | +$23.1K | 0.01% | 299 |
|
|
2015
Q4 | $18K | Hold |
500
| – | – | ﹤0.01% | 454 |
|
|
2015
Q3 | $18K | Hold |
500
| – | – | ﹤0.01% | 468 |
|
|
2015
Q2 | $16K | Hold |
500
| – | – | ﹤0.01% | 489 |
|
|
2015
Q1 | $17K | Sell |
500
-500
| -50% | -$17K | ﹤0.01% | 411 |
|
|
2014
Q4 | $36K | Hold |
1,000
| – | – | 0.01% | 321 |
|
|
2014
Q3 | $30K | Hold |
1,000
| – | – | 0.01% | 350 |
|
|
2014
Q2 | $32K | Hold |
1,000
| – | – | 0.01% | 357 |
|
|
2014
Q1 | $30K | Hold |
1,000
| – | – | 0.01% | 353 |
|
|
2013
Q4 | $28K | Buy |
+1,000
| New | +$28K | 0.01% | 347 |
|