Baldwin Wealth Partners’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-400
Closed -$16K 546
2016
Q4
$16K Hold
400
﹤0.01% 389
2016
Q3
$16K Buy
+400
New +$16K ﹤0.01% 407