KMS Financial Services’s Xcel Energy XEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q3	$508K	Buy	16,706 +1,226	+8%	+$37.3K	0.07%	259
2014 Q2	$499K	Buy	15,480 +585	+4%	+$18.9K	0.07%	271
2014 Q1	$452K	Buy	14,895 +1,120	+8%	+$34K	0.07%	285
2013 Q4	$385K	Buy	+13,775	New	+$385K	0.07%	319