Astoria Portfolio Advisors’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,978
Closed -$256K 195
2023
Q2
$256K Sell
3,978
-86
-2% -$5.53K 0.1% 160
2023
Q1
$278K Buy
+4,064
New +$278K 0.12% 147