Endurance 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
2023 Q2	$76K	Hold	1,220	–	–	0.01%	299
2023 Q1	$82K	Hold	1,220	–	–	0.01%	294
2022 Q4	$86K	Hold	1,220	–	–	0.01%	272
2022 Q3	$78K	Hold	1,220	–	–	0.01%	272
2022 Q2	$86K	Hold	1,220	–	–	0.01%	275
2022 Q1	$88K	Hold	1,220	–	–	0.01%	296
2021 Q4	$83K	Sell	1,220 -750	-38%	-$51K	0.01%	306
2021 Q3	$123K	Hold	1,970	–	–	0.01%	255
2021 Q2	$129K	Hold	1,970	–	–	0.01%	260
2021 Q1	$131K	Hold	1,970	–	–	0.02%	259
2020 Q4	$131K	Hold	1,970	–	–	0.02%	235
2020 Q3	$136K	Hold	1,970	–	–	0.02%	219
2020 Q2	$123K	Hold	1,970	–	–	0.02%	222
2020 Q1	$119K	Hold	1,970	–	–	0.02%	211
2019 Q4	$125K	Hold	1,970	–	–	0.02%	211
2019 Q3	$128K	Buy	1,970 +470	+31%	+$30.5K	0.02%	205
2019 Q2	$89K	Hold	1,500	–	–	0.01%	230
2019 Q1	$84K	Hold	1,500	–	–	0.01%	231
2018 Q4	$74K	Hold	1,500	–	–	0.01%	229
2018 Q3	$71K	Hold	1,500	–	–	0.01%	245
2018 Q2	$69K	Hold	1,500	–	–	0.01%	248
2018 Q1	$68K	Hold	1,500	–	–	0.01%	253
2017 Q4	$72K	Hold	1,500	–	–	0.01%	243
2017 Q3	$71K	Hold	1,500	–	–	0.01%	244
2017 Q2	$69K	Hold	1,500	–	–	0.01%	247
2017 Q1	$67K	Hold	1,500	–	–	0.01%	246
2016 Q4	$61K	Hold	1,500	–	–	0.01%	248
2016 Q3	$60K	Hold	1,500	–	–	0.01%	255
2016 Q2	$67K	Hold	1,500	–	–	0.01%	244
2016 Q1	$63	Hold	1,500	–	–	0.01%	244
2015 Q4	$54K	Hold	1,500	–	–	0.01%	250
2015 Q3	$54K	Hold	1,500	–	–	0.01%	261
2015 Q2	$48K	Buy	+1,500	New	+$48K	0.01%	279