WFG Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.58M | Buy |
34,424
+3,161
| +10% | +$145K | 0.36% | 72 |
|
|
2017
Q1 | $1.39M | Sell |
31,263
-1,858
| -6% | -$82.6K | 0.37% | 67 |
|
|
2016
Q4 | $1.35M | Sell |
33,121
-1,232
| -4% | -$50.1K | 0.33% | 77 |
|
|
2016
Q3 | $1.41M | Buy |
34,353
+279
| +0.8% | +$11.5K | 0.35% | 75 |
|
|
2016
Q2 | $1.53M | Sell |
34,074
-124
| -0.4% | -$5.55K | 0.41% | 58 |
|
|
2016
Q1 | $1.43M | Buy |
34,198
+287
| +0.8% | +$12K | 0.41% | 54 |
|
|
2015
Q4 | $1.22M | Buy |
33,911
+288
| +0.9% | +$10.3K | 0.36% | 62 |
|
|
2015
Q3 | $1.19M | Buy |
33,623
+411
| +1% | +$14.6K | 0.37% | 60 |
|
|
2015
Q2 | $1.07M | Sell |
33,212
-245
| -0.7% | -$7.89K | 0.29% | 75 |
|
|
2015
Q1 | $1.17M | Buy |
33,457
+161
| +0.5% | +$5.61K | 0.33% | 64 |
|
|
2014
Q4 | $1.2M | Buy |
33,296
+317
| +1% | +$11.4K | 0.24% | 90 |
|
|
2014
Q3 | $1M | Buy |
32,979
+1,476
| +5% | +$44.9K | 0.19% | 123 |
|
|
2014
Q2 | $1.02M | Buy |
31,503
+1,013
| +3% | +$32.6K | 0.19% | 123 |
|
|
2014
Q1 | $926K | Buy |
30,490
+1,609
| +6% | +$48.9K | 0.19% | 128 |
|
|
2013
Q4 | $807K | Buy |
28,881
+1,644
| +6% | +$45.9K | 0.11% | 208 |
|
|
2013
Q3 | $752K | Buy |
27,237
+1,429
| +6% | +$39.5K | 0.12% | 203 |
|
|
2013
Q2 | $731K | Buy |
+25,808
| New | +$731K | 0.12% | 198 |
|