Executive 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
2019 Q3	–	Sell	-476	Closed	-$28K	–	815
2019 Q2	$28K	Buy	476 +1	+0.2%	+$59	﹤0.01%	412
2019 Q1	$27K	Buy	475 +155	+48%	+$8.81K	﹤0.01%	381
2018 Q4	$16K	Buy	+320	New	+$16K	﹤0.01%	475