Blueprint Investment Partners’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-6,139
Closed -$443K 229
2022
Q1
$443K Buy
6,139
+3,400
+124% +$245K 0.11% 103
2021
Q4
$185K Buy
+2,739
New +$185K 0.05% 191