Capital Directions Investment Advisors’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-237
Closed -$14K 245
2020
Q1
$14K Hold
237
0.01% 188
2019
Q4
$15K Buy
+237
New +$15K ﹤0.01% 210