Windsor Financial Group’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $2.35M | Hold |
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|
2017
Q1 | $2.57M | Sell |
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|
2016
Q4 | $2.4M | Sell |
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|
2016
Q3 | $2.49M | Sell |
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|
2016
Q2 | $2.74M | Sell |
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|
2016
Q1 | $2.62M | Hold |
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|
2015
Q4 | $2.25M | Sell |
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|
2015
Q3 | $2.3M | Sell |
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|
2015
Q2 | $2.15M | Buy |
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|
2015
Q1 | $2.26M | Sell |
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|
2014
Q4 | $2.35M | Buy |
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|
2014
Q3 | $1.97M | Sell |
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|
2014
Q2 | $2.11M | Buy |
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|
2014
Q1 | $1.99M | Buy |
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|
2013
Q4 | $1.79M | Buy |
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|
2013
Q3 | $1.75M | Buy |
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|
2013
Q2 | $1.71M | Buy |
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