Kohmann Bosshard Financial Services’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4,500
| Closed | -$253K | – | 122 |
|
|
2019
Q1 | $253K | Hold |
4,500
| – | – | 0.12% | 66 |
|
|
2018
Q4 | $222K | Hold |
4,500
| – | – | 0.12% | 67 |
|
|
2018
Q3 | $212K | Hold |
4,500
| – | – | 0.1% | 63 |
|
|
2018
Q2 | $206K | Hold |
4,500
| – | – | 0.12% | 62 |
|
|
2018
Q1 | $205K | Hold |
4,500
| – | – | 0.12% | 62 |
|
|
2017
Q4 | $216K | Hold |
4,500
| – | – | 0.14% | 60 |
|
|
2017
Q3 | $213K | Buy |
+4,500
| New | +$213K | 0.15% | 59 |
|
|
2017
Q1 | $200K | Buy |
+4,500
| New | +$200K | 0.17% | 60 |
|