WealthTrust Fairport’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $80K | Hold |
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|
2018
Q4 | $70K | Sell |
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|
2018
Q3 | $82K | Hold |
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|
2018
Q2 | $79K | Hold |
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|
2018
Q1 | $79K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $26K | Hold |
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|
2014
Q3 | $22K | Hold |
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|
2014
Q2 | $24K | Hold |
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|
2014
Q1 | $22K | Hold |
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|
2013
Q4 | $21K | Hold |
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|
2013
Q3 | $20K | Hold |
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|
2013
Q2 | $21K | Buy |
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