WealthTrust Fairport’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $80K | Hold |
1,429
| – | – | 0.01% | 206 |
|
|
2018
Q4 | $70K | Sell |
1,429
-307
| -18% | -$15K | 0.01% | 208 |
|
|
2018
Q3 | $82K | Hold |
1,736
| – | – | 0.01% | 218 |
|
|
2018
Q2 | $79K | Hold |
1,736
| – | – | 0.01% | 219 |
|
|
2018
Q1 | $79K | Buy |
+1,736
| New | +$79K | 0.01% | 199 |
|
|
2015
Q1 | – | Sell |
-736
| Closed | -$26K | – | 388 |
|
|
2014
Q4 | $26K | Hold |
736
| – | – | ﹤0.01% | 240 |
|
|
2014
Q3 | $22K | Hold |
736
| – | – | ﹤0.01% | 209 |
|
|
2014
Q2 | $24K | Hold |
736
| – | – | ﹤0.01% | 194 |
|
|
2014
Q1 | $22K | Hold |
736
| – | – | ﹤0.01% | 186 |
|
|
2013
Q4 | $21K | Hold |
736
| – | – | ﹤0.01% | 174 |
|
|
2013
Q3 | $20K | Hold |
736
| – | – | ﹤0.01% | 213 |
|
|
2013
Q2 | $21K | Buy |
+736
| New | +$21K | ﹤0.01% | 193 |
|