VSR Financial Services’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $369K | Sell |
8,242
-394
| -5% | -$17.6K | 0.06% | 330 |
|
|
2016
Q1 | $361K | Sell |
8,636
-1,284
| -13% | -$53.7K | 0.04% | 399 |
|
|
2015
Q4 | $356K | Buy |
9,920
+16
| +0.2% | +$574 | 0.04% | 402 |
|
|
2015
Q3 | $351K | Sell |
9,904
-862
| -8% | -$30.5K | 0.04% | 381 |
|
|
2015
Q2 | $346K | Buy |
10,766
+2,709
| +34% | +$87.1K | 0.04% | 413 |
|
|
2015
Q1 | $280K | Buy |
8,057
+20
| +0.2% | +$695 | 0.03% | 464 |
|
|
2014
Q4 | $289K | Buy |
8,037
+1,381
| +21% | +$49.7K | 0.03% | 433 |
|
|
2014
Q3 | $202K | Buy |
+6,656
| New | +$202K | 0.02% | 545 |
|