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J. Safra Asset Management’s Xcel Energy XEL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-769
Closed -$32K 135
2016
Q3
$32K Hold
769
0.06% 89
2016
Q2
$34K Buy
+769
New +$34K 0.06% 130