SEI Trust Company’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $678K | Buy |
22,303
+4,416
| +25% | +$134K | 0.01% | 1015 |
|
|
2014
Q2 | $576K | Buy |
17,887
+4,198
| +31% | +$135K | 0.01% | 1065 |
|
|
2014
Q1 | $416K | Sell |
13,689
-724
| -5% | -$22K | ﹤0.01% | 1183 |
|
|
2013
Q4 | $403K | Sell |
14,413
-4,430
| -24% | -$124K | ﹤0.01% | 1195 |
|
|
2013
Q3 | $520K | Buy |
18,843
+8,151
| +76% | +$225K | 0.01% | 1078 |
|
|
2013
Q2 | $303K | Buy |
+10,692
| New | +$303K | ﹤0.01% | 1038 |
|