Williams Jones & Associates’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
Q2 | $242K | Sell |
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|
2019
Q1 | $243K | Buy |
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|
2018
Q4 | $202K | Sell |
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|
2018
Q3 | $201K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $206K | Sell |
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|
2017
Q4 | $236K | Hold |
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|
2017
Q3 | $232K | Hold |
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|
2017
Q2 | $225K | Hold |
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|
2017
Q1 | $218K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $202K | Hold |
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|
2016
Q2 | $219K | Hold |
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|
2016
Q1 | $205K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $201K | Buy |
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