MA
MANA Advisors’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,469
| Closed | -$225K | – | 174 |
|
|
2019
Q3 | $225K | Buy |
+3,469
| New | +$225K | 0.95% | 60 |
|
|
2018
Q2 | – | Sell |
-11,700
| Closed | -$532K | – | 199 |
|
|
2018
Q1 | $532K | Sell |
11,700
-10,865
| -48% | -$494K | 0.77% | 26 |
|
|
2017
Q4 | $1.09M | Buy |
+22,565
| New | +$1.09M | 0.47% | 55 |
|