Arcadia Investment Management’s Xcel Energy XEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-618	Closed	-$43K	–	280
2020 Q3	$43K	Hold	618	–	–	0.01%	200
2020 Q2	$39K	Hold	618	–	–	0.01%	194
2020 Q1	$37K	Hold	618	–	–	0.01%	203
2019 Q4	$39K	Hold	618	–	–	0.01%	213
2019 Q3	$40K	Hold	618	–	–	0.01%	210
2019 Q2	$37K	Hold	618	–	–	0.01%	222
2019 Q1	$35K	Hold	618	–	–	0.01%	219
2018 Q4	$30K	Hold	618	–	–	0.01%	214
2018 Q3	$29K	Hold	618	–	–	0.01%	257
2018 Q2	$28K	Hold	618	–	–	0.01%	265
2018 Q1	$28K	Hold	618	–	–	0.01%	264
2017 Q4	$30K	Hold	618	–	–	0.01%	264
2017 Q3	$29K	Hold	618	–	–	0.01%	270
2017 Q2	$28K	Hold	618	–	–	0.01%	262
2017 Q1	$27K	Hold	618	–	–	0.01%	289
2016 Q4	$25K	Hold	618	–	–	0.01%	252
2016 Q3	$25K	Hold	618	–	–	0.01%	250
2016 Q2	$27K	Hold	618	–	–	0.01%	287
2016 Q1	$26K	Hold	618	–	–	0.01%	205
2015 Q4	$22K	Hold	618	–	–	0.01%	215
2015 Q3	$22K	Hold	618	–	–	0.01%	168
2015 Q2	$22K	Buy	+618	New	+$22K	0.01%	189