Somerset Trust’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-606
| Closed | -$34K | – | 174 |
|
|
2019
Q1 | $34K | Buy |
606
+401
| +196% | +$22.5K | 0.02% | 143 |
|
|
2018
Q4 | $10K | Buy |
205
+177
| +632% | +$8.63K | 0.01% | 150 |
|
|
2018
Q3 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 167 |
|
|
2017
Q2 | – | Sell |
-66
| Closed | -$3K | – | 184 |
|
|
2017
Q1 | $3K | Buy |
+66
| New | +$3K | ﹤0.01% | 183 |
|