Shinko Asset Management Company’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $55K | Hold |
1,328
| – | – | ﹤0.01% | 505 |
|
|
2016
Q2 | $59K | Hold |
1,328
| – | – | ﹤0.01% | 484 |
|
|
2016
Q1 | $56K | Sell |
1,328
-152
| -10% | -$6.41K | ﹤0.01% | 495 |
|
|
2015
Q4 | $53K | Hold |
1,480
| – | – | ﹤0.01% | 516 |
|
|
2015
Q3 | $52K | Hold |
1,480
| – | – | ﹤0.01% | 511 |
|
|
2015
Q2 | $48K | Sell |
1,480
-196
| -12% | -$6.36K | ﹤0.01% | 472 |
|
|
2015
Q1 | $58K | Hold |
1,676
| – | – | ﹤0.01% | 396 |
|
|
2014
Q4 | $60K | Sell |
1,676
-200
| -11% | -$7.16K | ﹤0.01% | 397 |
|
|
2014
Q3 | $57K | Sell |
1,876
-300
| -14% | -$9.12K | ﹤0.01% | 436 |
|
|
2014
Q2 | $70K | Hold |
2,176
| – | – | ﹤0.01% | 394 |
|
|
2014
Q1 | $66K | Hold |
2,176
| – | – | ﹤0.01% | 394 |
|
|
2013
Q4 | $61K | Sell |
2,176
-324
| -13% | -$9.08K | ﹤0.01% | 436 |
|
|
2013
Q3 | $69K | Hold |
2,500
| – | – | ﹤0.01% | 397 |
|
|
2013
Q2 | $71K | Buy |
+2,500
| New | +$71K | ﹤0.01% | 385 |
|