Regal Investment Advisors’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 | – | Sell |
-300
| Closed | -$9K | – | 1012 |
|
|
2014
Q3 | $9K | Hold |
300
| – | – | ﹤0.01% | 722 |
|
|
2014
Q2 | $10K | Hold |
300
| – | – | ﹤0.01% | 671 |
|
|
2014
Q1 | $9K | Sell |
300
-259
| -46% | -$7.77K | ﹤0.01% | 662 |
|
|
2013
Q4 | $16K | Buy |
559
+523
| +1,453% | +$15K | 0.01% | 513 |
|
|
2013
Q3 | $1K | Hold |
36
| – | – | ﹤0.01% | 846 |
|
|
2013
Q2 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 862 |
|