EisnerAmper Wealth Management Corporate Benefits’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q4
Sell
-19,959
Closed -$707K 79
2015
Q3
$707K Buy
19,959
+1,700
+9% +$60.2K 0.5% 40
2015
Q2
$588K Sell
18,259
-1,433
-7% -$46.1K 0.45% 47
2015
Q1
$685K Buy
19,692
+935
+5% +$32.5K 0.52% 41
2014
Q4
$673K Buy
+18,757
New +$673K 0.53% 36