USCA RIA’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-58,601
| Closed | -$2.77M | – | 478 |
|
|
2018
Q3 | $2.77M | Sell |
58,601
-1,400
| -2% | -$66.1K | 0.28% | 115 |
|
|
2018
Q2 | $2.74M | Buy |
+60,001
| New | +$2.74M | 0.29% | 103 |
|
|
2016
Q2 | – | Sell |
-32,577
| Closed | -$1.36M | – | 392 |
|
|
2016
Q1 | $1.36M | Buy |
+32,577
| New | +$1.36M | 0.25% | 115 |
|