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Advocacy Wealth Management Services’s Xcel Energy XEL Stock Holding History

Advocacy Wealth Management Services’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-274
Closed -$12K – 260
2017
Q3 		$12K Hold
274
– – ﹤0.01% 179
2017
Q2 		$13K Hold
274
– – ﹤0.01% 168
2017
Q1 		$12K Hold
274
– – ﹤0.01% 190
2016
Q4 		$11K Buy
+274
New +$11K ﹤0.01% 189