Vector Wealth Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $401K | Buy |
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|
2016
Q3 | $289K | Hold |
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|
2016
Q2 | $314K | Sell |
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|
2016
Q1 | $294K | Sell |
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|
2015
Q4 | $287K | Hold |
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|
2015
Q3 | $285K | Buy |
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|
2015
Q2 | $252K | Sell |
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|
2015
Q1 | $274K | Buy |
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|
2014
Q4 | $284K | Buy |
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|
2014
Q3 | $236K | Buy |
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|
2014
Q2 | $250K | Sell |
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|
2014
Q1 | $242K | Sell |
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|
2013
Q4 | $344K | Sell |
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|
2013
Q3 | $422K | Buy |
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|
2013
Q2 | $422K | Buy |
|