Princeton Alpha Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-23,428
| Closed | -$964K | – | 897 |
|
|
2016
Q3 | $964K | Buy |
23,428
+5,062
| +28% | +$208K | 0.18% | 179 |
|
|
2016
Q2 | $822K | Buy |
18,366
+9,107
| +98% | +$408K | 0.15% | 217 |
|
|
2016
Q1 | $387K | Buy |
+9,259
| New | +$387K | 0.06% | 425 |
|
|
2015
Q3 | – | Sell |
-8,073
| Closed | -$260K | – | 935 |
|
|
2015
Q2 | $260K | Buy |
+8,073
| New | +$260K | 0.05% | 502 |
|
|
2015
Q1 | – | Sell |
-26,243
| Closed | -$943K | – | 913 |
|
|
2014
Q4 | $943K | Buy |
+26,243
| New | +$943K | 0.27% | 88 |
|