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CWS Financial Advisors’s Xcel Energy XEL Stock Holding History

CWS Financial Advisors’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-3,869
Closed -$242K – 131
2020
Q2 		$242K Hold
3,869
– – 0.17% 108
2020
Q1 		$246K Hold
3,869
– – 0.18% 104
2019
Q4 		$246K Buy
+3,869
New +$246K 0.18% 105