Thompson Davis & Co’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-49
| Closed | -$2K | – | 1104 |
|
|
2017
Q3 | $2K | Hold |
49
| – | – | ﹤0.01% | 1021 |
|
|
2017
Q2 | $2K | Hold |
49
| – | – | ﹤0.01% | 1004 |
|
|
2017
Q1 | $2K | Hold |
49
| – | – | ﹤0.01% | 1069 |
|
|
2016
Q4 | $2K | Buy |
49
+20
| +69% | +$816 | ﹤0.01% | 1043 |
|
|
2016
Q3 | $1K | Buy |
29
+14
| +93% | +$483 | ﹤0.01% | 1075 |
|
|
2016
Q2 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1027 |
|