WealthTrust-Arizona’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $10K | Sell |
194
-100
| -34% | -$5.16K | 0.01% | 377 |
|
|
2018
Q3 | $14K | Buy |
294
+26
| +10% | +$1.24K | 0.01% | 356 |
|
|
2018
Q2 | $12K | Hold |
268
| – | – | 0.01% | 370 |
|
|
2018
Q1 | $12K | Hold |
268
| – | – | 0.01% | 372 |
|
|
2017
Q4 | $13K | Hold |
268
| – | – | 0.01% | 367 |
|
|
2017
Q3 | $13K | Hold |
268
| – | – | 0.01% | 361 |
|
|
2017
Q2 | $12K | Hold |
268
| – | – | 0.01% | 367 |
|
|
2017
Q1 | $12K | Hold |
268
| – | – | 0.01% | 358 |
|
|
2016
Q4 | $11K | Buy |
268
+168
| +168% | +$6.9K | 0.01% | 365 |
|
|
2016
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 509 |
|
|
2016
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 498 |
|
|
2016
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 494 |
|
|
2015
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 512 |
|
|
2015
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 505 |
|
|
2015
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 556 |
|
|
2015
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 565 |
|
|
2014
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 511 |
|
|
2014
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 542 |
|
|
2014
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 535 |
|
|
2014
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 547 |
|
|
2013
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 530 |
|
|
2013
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 510 |
|
|
2013
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 489 |
|