McAdam LLC’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-2,017
Closed -$96K 629
2018
Q3
$96K Sell
2,017
-116
-5% -$5.52K 0.04% 110
2018
Q2
$97K Sell
2,133
-17
-0.8% -$773 0.04% 102
2018
Q1
$98K Buy
+2,150
New +$98K 0.05% 100