Alera Investment Advisors’s Xcel Energy XEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-147	Closed	-$8K	–	1032
2019 Q1	$8K	Buy	147 +2	+1%	+$109	﹤0.01%	536
2018 Q4	$7K	Buy	+145	New	+$7K	﹤0.01%	535