Loeb Partners Corp’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-10,000
Closed -$407K 171
2016
Q4
$407K Hold
10,000
0.14% 119
2016
Q3
$411K Hold
10,000
0.15% 112
2016
Q2
$448K Buy
+10,000
New +$448K 0.15% 110