Syntal Capital Partners’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-2,472
| Closed | -$88K | – | 144 |
|
|
2015
Q3 | $88K | Hold |
2,472
| – | – | 0.12% | 69 |
|
|
2015
Q2 | $79 | Hold |
2,472
| – | – | 0.08% | 88 |
|
|
2015
Q1 | $86K | Hold |
2,472
| – | – | 0.11% | 85 |
|
|
2014
Q4 | $89K | Hold |
2,472
| – | – | 0.05% | 102 |
|
|
2014
Q3 | $75K | Sell |
2,472
-775
| -24% | -$23.5K | 0.04% | 109 |
|
|
2014
Q2 | $104K | Buy |
+3,247
| New | +$104K | 0.05% | 110 |
|