Vantage Investment Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $9K | Sell |
598
-650
| -52% | -$9.78K | ﹤0.01% | 562 |
|
|
2018
Q2 | $57K | Hold |
1,248
| – | – | 0.01% | 257 |
|
|
2018
Q1 | $57K | Hold |
1,248
| – | – | 0.01% | 263 |
|
|
2017
Q4 | $60K | Hold |
1,248
| – | – | 0.01% | 262 |
|
|
2017
Q3 | $59K | Hold |
1,248
| – | – | 0.02% | 245 |
|
|
2017
Q2 | $57K | Hold |
1,248
| – | – | 0.02% | 239 |
|
|
2017
Q1 | $55K | Hold |
1,248
| – | – | 0.02% | 236 |
|
|
2016
Q4 | $51K | Buy |
1,248
+1,060
| +564% | +$43.3K | 0.02% | 245 |
|
|
2016
Q3 | $8K | Hold |
188
| – | – | ﹤0.01% | 548 |
|
|
2016
Q2 | $8K | Buy |
188
+38
| +25% | +$1.62K | ﹤0.01% | 565 |
|
|
2016
Q1 | $6K | Sell |
150
-380
| -72% | -$15.2K | ﹤0.01% | 610 |
|
|
2015
Q4 | $19K | Hold |
530
| – | – | 0.01% | 400 |
|
|
2015
Q3 | $19K | Buy |
530
+380
| +253% | +$13.6K | 0.01% | 388 |
|
|
2015
Q2 | $5K | Sell |
150
-150
| -50% | -$5K | ﹤0.01% | 613 |
|
|
2015
Q1 | $10K | Buy |
300
+150
| +100% | +$5K | ﹤0.01% | 611 |
|
|
2014
Q4 | $5K | Hold |
150
| – | – | ﹤0.01% | 617 |
|
|
2014
Q3 | $5K | Hold |
150
| – | – | ﹤0.01% | 580 |
|
|
2014
Q2 | $5K | Hold |
150
| – | – | ﹤0.01% | 578 |
|
|
2014
Q1 | $5K | Hold |
150
| – | – | ﹤0.01% | 531 |
|
|
2013
Q4 | $4K | Buy |
+150
| New | +$4K | ﹤0.01% | 539 |
|