KA
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Kaizen Advisory’s Xcel Energy XEL Stock Holding History

Kaizen Advisory’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		$65K Buy
1,329
+230
+21% +$11.2K 0.05% 280
2018
Q3 		$52K Hold
1,099
– – 0.03% 328
2018
Q2 		$50K Buy
1,099
+598
+119% +$27.2K 0.03% 340
2018
Q1 		$23K Hold
501
– – 0.02% 307
2017
Q4 		$24K Buy
+501
New +$24K 0.01% 296