Klingman & Associates’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 |
-687
| Closed | -$28K | – | 326 |
|
|
2016
Q3 | $28K | Hold |
687
| – | – | 0.01% | 237 |
|
|
2016
Q2 | $31K | Hold |
687
| – | – | 0.01% | 230 |
|
|
2016
Q1 | $29K | Hold |
687
| – | – | 0.01% | 228 |
|
|
2015
Q4 | $25K | Hold |
687
| – | – | 0.01% | 255 |
|
|
2015
Q3 | $24K | Hold |
687
| – | – | 0.01% | 250 |
|
|
2015
Q2 | $22K | Hold |
687
| – | – | 0.01% | 250 |
|
|
2015
Q1 | $24K | Buy |
+687
| New | +$24K | 0.01% | 223 |
|