Whitney & Co’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-93
Closed -$4K 554
2018
Q2
$4K Hold
93
﹤0.01% 282
2018
Q1
$4K Buy
+93
New +$4K ﹤0.01% 276