TDAM USA’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-4,415
| Closed | -$218K | – | 307 |
|
|
2018
Q4 | $218K | Hold |
4,415
| – | – | 0.02% | 302 |
|
|
2018
Q3 | $208K | Hold |
4,415
| – | – | 0.01% | 320 |
|
|
2018
Q2 | $202K | Hold |
4,415
| – | – | 0.01% | 317 |
|
|
2018
Q1 | $201K | Hold |
4,415
| – | – | 0.01% | 323 |
|
|
2017
Q4 | $212K | Hold |
4,415
| – | – | 0.01% | 318 |
|
|
2017
Q3 | $209K | Hold |
4,415
| – | – | 0.01% | 320 |
|
|
2017
Q2 | $203K | Buy |
+4,415
| New | +$203K | 0.01% | 321 |
|
|
2016
Q4 | – | Sell |
-5,440
| Closed | -$224K | – | 393 |
|
|
2016
Q3 | $224K | Buy |
+5,440
| New | +$224K | 0.01% | 337 |
|