Krilogy Financial’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,686
| Closed | -$127K | – | 704 |
|
|
2018
Q3 | $127K | Buy |
+2,686
| New | +$127K | 0.03% | 183 |
|
|
2018
Q2 | – | Sell |
-2,686
| Closed | -$122K | – | 671 |
|
|
2018
Q1 | $122K | Hold |
2,686
| – | – | 0.03% | 207 |
|
|
2017
Q4 | $129K | Hold |
2,686
| – | – | 0.03% | 193 |
|
|
2017
Q3 | $127K | Buy |
+2,686
| New | +$127K | 0.03% | 212 |
|