9258 Wealth Management’s Xcel Energy XEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$203K	Buy	+3,106	New	+$203K	0.03%	345
2022 Q3	–	Sell	-2,870	Closed	-$203K	–	346
2022 Q2	$203K	Sell	2,870 -42	-1%	-$2.97K	0.05%	314
2022 Q1	$210K	Buy	+2,912	New	+$210K	0.05%	335