Johnson Financial Group LLC (Colorado)’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
$238K Sell
5,245
-52
-1% -$2.36K 0.2% 54
2017
Q4
$255K Sell
5,297
-80
-1% -$3.85K 0.19% 56
2017
Q3
$254K Buy
5,377
+635
+13% +$30K 0.21% 56
2017
Q2
$217K Hold
4,742
0.18% 58
2017
Q1
$211K Buy
+4,742
New +$211K 0.24% 54