Gryphon Financial Partners’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-3,136
Closed -$144K 850
2018
Q2
$144K Buy
3,136
+495
+19% +$22.7K 0.07% 104
2018
Q1
$121K Hold
2,641
0.06% 117
2017
Q4
$127K Buy
+2,641
New +$127K 0.07% 115