Hefty Wealth Partners’s Xcel Energy XEL Stock Holding History

Hefty Wealth Partners’s Portfolio XEL Stock Details XEL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$12K	Hold
2017 Q4	$12K	Hold
2017 Q3	$12K	Hold
2017 Q2	$11K	Hold
2017 Q1	$11K	Hold
2016 Q4	$10K	Hold
2016 Q3	$10K	Hold
2016 Q2	$11K	Buy