Ledyard National Bank’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-120
| Closed | -$6K | – | 643 |
|
2018
Q4 | $6K | Hold |
120
| – | – | ﹤0.01% | 659 |
|
2018
Q3 | $6K | Hold |
120
| – | – | ﹤0.01% | 648 |
|
2018
Q2 | $5K | Hold |
120
| – | – | ﹤0.01% | 665 |
|
2018
Q1 | $5K | Hold |
120
| – | – | ﹤0.01% | 704 |
|
2017
Q4 | $6K | Hold |
120
| – | – | ﹤0.01% | 719 |
|
2017
Q3 | $6K | Hold |
120
| – | – | ﹤0.01% | 711 |
|
2017
Q2 | $6K | Hold |
120
| – | – | ﹤0.01% | 666 |
|
2017
Q1 | $5K | Hold |
120
| – | – | ﹤0.01% | 701 |
|
2016
Q4 | $5K | Hold |
120
| – | – | ﹤0.01% | 563 |
|
2016
Q3 | $5K | Hold |
120
| – | – | ﹤0.01% | 563 |
|
2016
Q2 | $5K | Hold |
120
| – | – | ﹤0.01% | 539 |
|
2016
Q1 | $5K | Hold |
120
| – | – | ﹤0.01% | 610 |
|
2015
Q4 | $4K | Hold |
120
| – | – | ﹤0.01% | 626 |
|
2015
Q3 | $4K | Hold |
120
| – | – | ﹤0.01% | 609 |
|
2015
Q2 | $4K | Sell |
120
-255
| -68% | -$8.5K | ﹤0.01% | 633 |
|
2015
Q1 | $13K | Buy |
375
+120
| +47% | +$4.16K | ﹤0.01% | 468 |
|
2014
Q4 | $9K | Hold |
255
| – | – | ﹤0.01% | 533 |
|
2014
Q3 | $8K | Sell |
255
-140
| -35% | -$4.39K | ﹤0.01% | 498 |
|
2014
Q2 | $13K | Hold |
395
| – | – | ﹤0.01% | 449 |
|
2014
Q1 | $12K | Sell |
395
-580
| -59% | -$17.6K | ﹤0.01% | 443 |
|
2013
Q4 | $27K | Buy |
975
+775
| +388% | +$21.5K | ﹤0.01% | 332 |
|
2013
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 381 |
|
2013
Q2 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 375 |
|