Gladstone Institutional Advisory’s Xcel Energy XEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-3,970	Closed	-$248K	–	634
2021 Q3	$248K	Buy	3,970 +28	+0.7%	+$1.75K	0.02%	470
2021 Q2	$260K	Sell	3,942 -2,830	-42%	-$187K	0.03%	434
2021 Q1	$450K	Buy	+6,772	New	+$450K	0.07%	250