Quantum Capital Management (California)’s Xcel Energy XEL Stock Holding History

Quantum Capital Management (California)’s Portfolio XEL Stock Details XEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$130K	Hold
2020 Q2	$119K	Hold
2020 Q1	$114K	Hold
2019 Q4	$121K	Hold
2019 Q3	$123K	Buy
2014 Q3	–	Sell
2014 Q2	$355K	Hold
2014 Q1	$334K	Sell
2013 Q4	$965K	Buy
2013 Q3	$918K	Buy
2013 Q2	$920K	Buy