Saturna Capital’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-172
| Closed | -$6K | – | 308 |
|
|
2015
Q4 | $6K | Hold |
172
| – | – | ﹤0.01% | 341 |
|
|
2015
Q3 | $6K | Buy |
+172
| New | +$6K | ﹤0.01% | 346 |
|
|
2015
Q2 | – | Sell |
-172
| Closed | -$6K | – | 363 |
|
|
2015
Q1 | $6K | Hold |
172
| – | – | ﹤0.01% | 336 |
|
|
2014
Q4 | $6K | Hold |
172
| – | – | ﹤0.01% | 341 |
|
|
2014
Q3 | $5K | Hold |
172
| – | – | ﹤0.01% | 388 |
|
|
2014
Q2 | $6K | Hold |
172
| – | – | ﹤0.01% | 388 |
|
|
2014
Q1 | $5K | Hold |
172
| – | – | ﹤0.01% | 351 |
|
|
2013
Q4 | $5K | Hold |
172
| – | – | ﹤0.01% | 353 |
|
|
2013
Q3 | $5K | Hold |
172
| – | – | ﹤0.01% | 365 |
|
|
2013
Q2 | $5K | Buy |
+172
| New | +$5K | ﹤0.01% | 372 |
|