Weatherstone Capital Management’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 | $290K | Buy |
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|
2018
Q4 | $242K | Sell |
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|
2018
Q3 | $240K | Buy |
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|
2018
Q2 | $217K | Sell |
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|
2018
Q1 | $231K | Buy |
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|
2017
Q4 | $208K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $215K | Sell |
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|
2015
Q3 | $334K | Sell |
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|
2015
Q2 | $323K | Buy |
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|
2015
Q1 | $330K | Buy |
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|
2014
Q4 | $305K | Buy |
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|
2014
Q3 | $205K | Buy |
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|
2014
Q2 | $218K | Hold |
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|
2014
Q1 | $203K | Buy |
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