FDO 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
Q2
Sell
-8,443
Closed -$375K 308
2017
Q1
$375K Sell
8,443
-7,067
-46% -$314K 0.09% 187
2016
Q4
$631K Buy
+15,510
New +$631K 0.25% 148