Pinnacle Summer Investments’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q1
Sell
-2,907
Closed -$81K 1008
2013
Q4
$81K Buy
2,907
+28
+1% +$780 0.01% 393
2013
Q3
$79K Buy
2,879
+26
+0.9% +$713 0.01% 366
2013
Q2
$81K Buy
+2,853
New +$81K 0.02% 319