Rockefeller Financial Services’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-590
| Closed | -$21K | – | 509 |
|
|
2015
Q1 | $21K | Buy |
+590
| New | +$21K | ﹤0.01% | 458 |
|
|
2014
Q4 | – | Sell |
-180
| Closed | -$5K | – | 515 |
|
|
2014
Q3 | $5K | Hold |
180
| – | – | ﹤0.01% | 462 |
|
|
2014
Q2 | $6K | Hold |
180
| – | – | ﹤0.01% | 528 |
|
|
2014
Q1 | $5K | Hold |
180
| – | – | ﹤0.01% | 489 |
|
|
2013
Q4 | $5K | Hold |
180
| – | – | ﹤0.01% | 475 |
|
|
2013
Q3 | $5K | Hold |
180
| – | – | ﹤0.01% | 481 |
|
|
2013
Q2 | $5K | Buy |
+180
| New | +$5K | ﹤0.01% | 480 |
|