Nelson Capital Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,661
| Closed | -$108K | – | 292 |
|
|
2019
Q3 | $108K | Buy |
1,661
+781
| +89% | +$50.8K | 0.03% | 111 |
|
|
2019
Q2 | $52K | Hold |
880
| – | – | 0.01% | 144 |
|
|
2019
Q1 | $49K | Hold |
880
| – | – | 0.01% | 135 |
|
|
2018
Q4 | $43K | Hold |
880
| – | – | 0.01% | 139 |
|
|
2018
Q3 | $42K | Buy |
+880
| New | +$42K | 0.01% | 141 |
|