DFPG Investments’s Xcel Energy XEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,927	Closed	-$332K	–	602
2023 Q1	$332K	Buy	+4,927	New	+$332K	0.04%	408
2020 Q4	–	Sell	-3,017	Closed	-$217K	–	191
2020 Q3	$217K	Buy	+3,017	New	+$217K	0.12%	151