Park Avenue Institutional Advisers’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-3,197
| Closed | -$143K | – | 424 |
|
|
2016
Q2 | $143K | Hold |
3,197
| – | – | 0.12% | 203 |
|
|
2016
Q1 | $134K | Sell |
3,197
-90
| -3% | -$3.77K | 0.12% | 213 |
|
|
2015
Q4 | $118K | Sell |
3,287
-84
| -2% | -$3.02K | 0.1% | 235 |
|
|
2015
Q3 | $119K | Sell |
3,371
-41
| -1% | -$1.45K | 0.11% | 228 |
|
|
2015
Q2 | $110K | Buy |
+3,412
| New | +$110K | 0.09% | 266 |
|