Placemark Investments’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $2.96M | Sell |
82,474
-3,327
| -4% | -$119K | 0.05% | 444 |
|
|
2014
Q3 | $2.61M | Buy |
85,801
+7,573
| +10% | +$230K | 0.05% | 456 |
|
|
2014
Q2 | $2.52M | Buy |
78,228
+17,994
| +30% | +$579K | 0.05% | 481 |
|
|
2014
Q1 | $1.83M | Buy |
60,234
+6,584
| +12% | +$200K | 0.04% | 568 |
|
|
2013
Q4 | $1.5M | Buy |
53,650
+21,697
| +68% | +$607K | 0.02% | 673 |
|
|
2013
Q3 | $884K | Sell |
31,953
-966
| -3% | -$26.7K | 0.02% | 867 |
|
|
2013
Q2 | $935K | Buy |
+32,919
| New | +$935K | 0.02% | 772 |
|