PWAG
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Polaris Wealth Advisory Group’s Xcel Energy XEL Stock Holding History

Polaris Wealth Advisory Group’s Portfolio XEL Stock Details XEL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-12,460
Closed -$447K – 153
2015
Q4 		$447K Buy
+12,460
New +$447K 0.07% 90