MSI 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $327K | Sell |
8,037
-140
| -2% | -$5.7K | 0.01% | 881 |
|
|
2016
Q3 | $336K | Buy |
8,177
+24
| +0.3% | +$986 | 0.01% | 836 |
|
|
2016
Q2 | $365K | Buy |
8,153
+1,127
| +16% | +$50.5K | 0.01% | 767 |
|
|
2016
Q1 | $294K | Buy |
7,026
+379
| +6% | +$15.9K | 0.01% | 808 |
|
|
2015
Q4 | $239K | Buy |
6,647
+3,674
| +124% | +$132K | 0.01% | 848 |
|
|
2015
Q3 | $105K | Buy |
2,973
+800
| +37% | +$28.3K | 0.01% | 905 |
|
|
2015
Q2 | $70K | Sell |
2,173
-134
| -6% | -$4.32K | 0.01% | 1139 |
|
|
2015
Q1 | $80K | Buy |
2,307
+102
| +5% | +$3.54K | 0.01% | 1099 |
|
|
2014
Q4 | $79K | Sell |
2,205
-5
| -0.2% | -$179 | 0.01% | 889 |
|
|
2014
Q3 | $67K | Buy |
2,210
+450
| +26% | +$13.6K | 0.01% | 979 |
|
|
2014
Q2 | $57K | Hold |
1,760
| – | – | 0.01% | 1029 |
|
|
2014
Q1 | $53K | Buy |
1,760
+134
| +8% | +$4.04K | 0.01% | 1007 |
|
|
2013
Q4 | $45K | Buy |
1,626
+100
| +7% | +$2.77K | 0.01% | 1049 |
|
|
2013
Q3 | $42K | Buy |
1,526
+412
| +37% | +$11.3K | 0.01% | 934 |
|
|
2013
Q2 | $32K | Buy |
+1,114
| New | +$32K | 0.01% | 1061 |
|