Weatherstone Capital Management’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 | $290K | Buy |
5,168
+254
| +5% | +$14.3K | 0.31% | 65 |
|
|
2018
Q4 | $242K | Sell |
4,914
-162
| -3% | -$7.98K | 0.06% | 145 |
|
|
2018
Q3 | $240K | Buy |
5,076
+326
| +7% | +$15.4K | 0.18% | 81 |
|
|
2018
Q2 | $217K | Sell |
4,750
-321
| -6% | -$14.7K | 0.17% | 69 |
|
|
2018
Q1 | $231K | Buy |
5,071
+757
| +18% | +$34.5K | 0.17% | 79 |
|
|
2017
Q4 | $208K | Buy |
+4,314
| New | +$208K | 0.14% | 93 |
|
|
2016
Q1 | – | Sell |
-5,995
| Closed | -$215K | – | 92 |
|
|
2015
Q4 | $215K | Sell |
5,995
-3,424
| -36% | -$123K | 0.25% | 70 |
|
|
2015
Q3 | $334K | Sell |
9,419
-632
| -6% | -$22.4K | 0.31% | 38 |
|
|
2015
Q2 | $323K | Buy |
10,051
+311
| +3% | +$9.99K | 0.29% | 54 |
|
|
2015
Q1 | $330K | Buy |
9,740
+1,245
| +15% | +$42.2K | 0.2% | 55 |
|
|
2014
Q4 | $305K | Buy |
8,495
+1,716
| +25% | +$61.6K | 0.18% | 52 |
|
|
2014
Q3 | $205K | Buy |
6,779
+24
| +0.4% | +$726 | 0.11% | 61 |
|
|
2014
Q2 | $218K | Hold |
6,755
| – | – | 0.06% | 78 |
|
|
2014
Q1 | $203K | Buy |
+6,755
| New | +$203K | 0.06% | 66 |
|