West Oak Capital’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-200
Closed -$8.14K 389
2016
Q4
$8.14K Hold
200
0.01% 287
2016
Q3
$8.23K Hold
200
0.01% 299
2016
Q2
$8.96K Buy
+200
New +$8.96K 0.01% 270