Neville Rodie & Shaw’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-9,800
| Closed | -$352K | – | 280 |
|
|
2014
Q4 | $352K | Sell |
9,800
-275
| -3% | -$9.88K | 0.04% | 209 |
|
|
2014
Q3 | $306K | Hold |
10,075
| – | – | 0.03% | 222 |
|
|
2014
Q2 | $325K | Hold |
10,075
| – | – | 0.03% | 208 |
|
|
2014
Q1 | $306K | Hold |
10,075
| – | – | 0.03% | 207 |
|
|
2013
Q4 | $281K | Hold |
10,075
| – | – | 0.03% | 210 |
|
|
2013
Q3 | $278K | Hold |
10,075
| – | – | 0.03% | 212 |
|
|
2013
Q2 | $286K | Buy |
+10,075
| New | +$286K | 0.03% | 209 |
|