VWM
Vector Wealth Management’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $401K | Buy |
9,851
+2,819
| +40% | +$115K | 0.28% | 49 |
|
|
2016
Q3 | $289K | Hold |
7,032
| – | – | 0.2% | 64 |
|
|
2016
Q2 | $314K | Sell |
7,032
-1
| -0% | -$45 | 0.21% | 57 |
|
|
2016
Q1 | $294K | Sell |
7,033
-956
| -12% | -$40K | 0.22% | 60 |
|
|
2015
Q4 | $287K | Hold |
7,989
| – | – | 0.22% | 61 |
|
|
2015
Q3 | $285K | Buy |
7,989
+139
| +2% | +$4.96K | 0.22% | 60 |
|
|
2015
Q2 | $252K | Sell |
7,850
-45
| -0.6% | -$1.45K | 0.2% | 62 |
|
|
2015
Q1 | $274K | Buy |
7,895
+2
| +0% | +$69 | 0.22% | 57 |
|
|
2014
Q4 | $284K | Buy |
7,893
+127
| +2% | +$4.57K | 0.21% | 52 |
|
|
2014
Q3 | $236K | Buy |
7,766
+2
| +0% | +$61 | 0.17% | 50 |
|
|
2014
Q2 | $250K | Sell |
7,764
-207
| -3% | -$6.67K | 0.18% | 47 |
|
|
2014
Q1 | $242K | Sell |
7,971
-4,344
| -35% | -$132K | 0.18% | 43 |
|
|
2013
Q4 | $344K | Sell |
12,315
-2,959
| -19% | -$82.7K | 0.24% | 32 |
|
|
2013
Q3 | $422K | Buy |
15,274
+388
| +3% | +$10.7K | 0.31% | 31 |
|
|
2013
Q2 | $422K | Buy |
+14,886
| New | +$422K | 0.31% | 31 |
|