Neuberger Berman Canada’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-6,070
| Closed | -$270K | – | 348 |
|
|
2017
Q1 | $270K | Buy |
+6,070
| New | +$270K | 0.05% | 278 |
|
|
2014
Q2 | – | Sell |
-29,800
| Closed | -$905K | – | 293 |
|
|
2014
Q1 | $905K | Buy |
29,800
+21,200
| +247% | +$644K | 0.21% | 129 |
|
|
2013
Q4 | $240K | Buy |
+8,600
| New | +$240K | 0.06% | 210 |
|