Cassady Schiller Wealth Management’s Xcel Energy XEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$2.3K	Buy	+34	New	+$2.3K	﹤0.01%	544
2023 Q1	–	Sell	-21	Closed	-$1.47K	–	493
2022 Q4	$1.47K	Buy	+21	New	+$1.47K	﹤0.01%	425
2022 Q1	–	Sell	-16	Closed	-$1K	–	616
2021 Q4	$1K	Buy	+16	New	+$1K	﹤0.01%	529