Wealthfront’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 | $1.9M | Sell |
40,270
-1,965
| -5% | -$92.8K | 0.02% | 130 |
|
|
2018
Q2 | $1.93M | Sell |
42,235
-20,059
| -32% | -$916K | 0.02% | 130 |
|
|
2018
Q1 | $2.83M | Buy |
62,294
+29,585
| +90% | +$1.35M | 0.03% | 98 |
|
|
2017
Q4 | $1.57M | Buy |
32,709
+16,048
| +96% | +$772K | 0.02% | 153 |
|
|
2017
Q3 | $788K | Buy |
16,661
+2,440
| +17% | +$115K | 0.01% | 236 |
|
|
2017
Q2 | $652K | Buy |
14,221
+1,444
| +11% | +$66.2K | 0.01% | 221 |
|
|
2017
Q1 | $568K | Buy |
12,777
+2,494
| +24% | +$111K | 0.01% | 204 |
|
|
2016
Q4 | $419K | Buy |
10,283
+250
| +2% | +$10.2K | 0.01% | 229 |
|
|
2016
Q3 | $413K | Buy |
10,033
+685
| +7% | +$28.2K | 0.01% | 220 |
|
|
2016
Q2 | $419K | Buy |
9,348
+239
| +3% | +$10.7K | 0.01% | 196 |
|
|
2016
Q1 | $381K | Buy |
9,109
+1,547
| +20% | +$64.7K | 0.01% | 196 |
|
|
2015
Q4 | $272K | Buy |
7,562
+126
| +2% | +$4.53K | 0.01% | 239 |
|
|
2015
Q3 | $263K | Buy |
7,436
+3,632
| +95% | +$128K | 0.01% | 224 |
|
|
2015
Q2 | $122K | Buy |
3,804
+322
| +9% | +$10.3K | 0.01% | 365 |
|
|
2015
Q1 | $121K | Buy |
3,482
+905
| +35% | +$31.4K | 0.01% | 352 |
|
|
2014
Q4 | $93K | Buy |
2,577
+518
| +25% | +$18.7K | 0.01% | 368 |
|
|
2014
Q3 | $63K | Buy |
2,059
+804
| +64% | +$24.6K | ﹤0.01% | 367 |
|
|
2014
Q2 | $40K | Buy |
1,255
+454
| +57% | +$14.5K | ﹤0.01% | 408 |
|
|
2014
Q1 | $24K | Buy |
+801
| New | +$24K | ﹤0.01% | 401 |
|