Washington Trust Bank’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,881
| Closed | -$106K | – | 548 |
|
|
2019
Q1 | $106K | Sell |
1,881
-23
| -1% | -$1.3K | 0.02% | 253 |
|
|
2018
Q4 | $94K | Buy |
1,904
+23
| +1% | +$1.14K | 0.01% | 266 |
|
|
2018
Q3 | $89K | Hold |
1,881
| – | – | 0.01% | 306 |
|
|
2018
Q2 | $86K | Hold |
1,881
| – | – | 0.01% | 318 |
|
|
2018
Q1 | $86K | Hold |
1,881
| – | – | 0.01% | 328 |
|
|
2017
Q4 | $90K | Hold |
1,881
| – | – | 0.01% | 328 |
|
|
2017
Q3 | $89K | Hold |
1,881
| – | – | 0.01% | 325 |
|
|
2017
Q2 | $86K | Hold |
1,881
| – | – | 0.02% | 303 |
|
|
2017
Q1 | $84K | Sell |
1,881
-49
| -3% | -$2.19K | 0.02% | 312 |
|
|
2016
Q4 | $79K | Sell |
1,930
-23
| -1% | -$941 | 0.02% | 316 |
|
|
2016
Q3 | $80K | Buy |
1,953
+72
| +4% | +$2.95K | 0.02% | 304 |
|
|
2016
Q2 | $84K | Hold |
1,881
| – | – | 0.02% | 294 |
|
|
2016
Q1 | $79K | Hold |
1,881
| – | – | 0.02% | 306 |
|
|
2015
Q4 | $68K | Hold |
1,881
| – | – | 0.01% | 351 |
|
|
2015
Q3 | $67K | Hold |
1,881
| – | – | 0.02% | 356 |
|
|
2015
Q2 | $61K | Hold |
1,881
| – | – | 0.01% | 391 |
|
|
2015
Q1 | $65K | Hold |
1,881
| – | – | 0.02% | 393 |
|
|
2014
Q4 | $68K | Hold |
1,881
| – | – | 0.02% | 411 |
|
|
2014
Q3 | $57K | Sell |
1,881
-260
| -12% | -$7.88K | 0.02% | 438 |
|
|
2014
Q2 | $69K | Hold |
2,141
| – | – | 0.01% | 430 |
|
|
2014
Q1 | $65K | Buy |
+2,141
| New | +$65K | 0.01% | 433 |
|