Beacon Pointe Wealth 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
Q4
$275K Sell
4,357
-963
-18% -$60.8K 0.05% 227
2019
Q3
$345K Buy
+5,320
New +$345K 0.07% 198