Winslow Evans & Crocker’s Xcel Energy XEL Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q4	$166K	Buy	2,492 +1,091	+78%	+$72.7K	0.03%	361
2020 Q3	$97K	Sell	1,401 -135	-9%	-$9.35K	0.02%	361
2020 Q2	$96K	Hold	1,536	–	–	0.03%	365
2020 Q1	$96K	Hold	1,536	–	–	0.03%	335
2019 Q4	$98K	Sell	1,536 -134	-8%	-$8.55K	0.03%	401
2019 Q3	$110K	Hold	1,670	–	–	0.03%	381
2019 Q2	$100K	Hold	1,670	–	–	0.03%	399
2019 Q1	$96K	Hold	1,670	–	–	0.03%	392
2018 Q4	$84K	Hold	1,670	–	–	0.03%	389
2018 Q3	$80K	Hold	1,670	–	–	0.02%	408
2018 Q2	$78K	Hold	1,670	–	–	0.02%	414
2018 Q1	$75.9K	Sell	1,670 -470	-22%	-$21.4K	0.02%	401
2017 Q4	$103K	Hold	2,140	–	–	0.03%	364
2017 Q3	$101K	Sell	2,140 -1,134	-35%	-$53.6K	0.03%	363
2017 Q2	$150K	Buy	3,274 +266	+9%	+$12.2K	0.04%	358
2017 Q1	$134K	Hold	3,008	–	–	0.04%	362
2016 Q4	$122K	Hold	3,008	–	–	0.04%	369
2016 Q3	$124K	Hold	3,008	–	–	0.04%	363
2016 Q2	$135K	Buy	3,008 +1	+0%	+$45	0.04%	329
2016 Q1	$126K	Sell	3,007 -1	-0%	-$42	0.04%	326
2015 Q4	$108K	Buy	3,008 +536	+22%	+$19.2K	0.03%	382
2015 Q3	$87.5K	Sell	2,472 -1,070	-30%	-$37.9K	0.03%	405
2015 Q2	$114K	Hold	3,542	–	–	0.03%	401
2015 Q1	$123K	Hold	3,542	–	–	0.03%	386
2014 Q4	$127K	Hold	3,542	–	–	0.04%	366
2014 Q3	$108K	Buy	3,542 +471	+15%	+$14.3K	0.03%	410
2014 Q2	$99K	Hold	3,071	–	–	0.03%	364
2014 Q1	$93.2K	Hold	3,071	–	–	0.03%	362
2013 Q4	$86K	Buy	+3,071	New	+$86K	0.03%	407