Proficio Capital Partners’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-281
| Closed | -$17K | – | 1573 |
|
|
2019
Q2 | $17K | Buy |
281
+27
| +11% | +$1.63K | 0.01% | 756 |
|
|
2019
Q1 | $14K | Buy |
254
+74
| +41% | +$4.08K | 0.01% | 792 |
|
|
2018
Q4 | $9K | Hold |
180
| – | – | ﹤0.01% | 767 |
|
|
2018
Q3 | $8K | Hold |
180
| – | – | ﹤0.01% | 866 |
|
|
2018
Q2 | $8K | Hold |
180
| – | – | ﹤0.01% | 893 |
|
|
2018
Q1 | $8K | Buy |
180
+48
| +36% | +$2.13K | ﹤0.01% | 898 |
|
|
2017
Q4 | $6K | Hold |
132
| – | – | ﹤0.01% | 947 |
|
|
2017
Q3 | $6K | Hold |
132
| – | – | ﹤0.01% | 929 |
|
|
2017
Q2 | $6K | Hold |
132
| – | – | ﹤0.01% | 934 |
|
|
2017
Q1 | $6K | Buy |
132
+50
| +61% | +$2.27K | ﹤0.01% | 961 |
|
|
2016
Q4 | $3K | Buy |
+82
| New | +$3K | ﹤0.01% | 861 |
|
|
2016
Q2 | – | Sell |
-171
| Closed | -$7K | – | 1190 |
|
|
2016
Q1 | $7K | Hold |
171
| – | – | 0.01% | 469 |
|
|
2015
Q4 | $6K | Buy |
+171
| New | +$6K | 0.01% | 397 |
|