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Osborn Williams & Donohoe’s Xcel Energy XEL Stock Holding History

Osborn Williams & Donohoe’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		$211K Hold
3,500
– – 0.03% 254
2019
Q4 		$222K Sell
3,500
-434
-11% -$27.5K 0.02% 295
2019
Q3 		$255K Hold
3,934
– – 0.03% 284
2019
Q2 		$234K Hold
3,934
– – 0.02% 298
2019
Q1 		$219K Buy
+3,934
New +$219K 0.02% 329