Great Lakes Retirement’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
$231K Sell
3,899
-2,497
-39% -$148K 0.11% 134
2019
Q4
$402K Buy
+6,396
New +$402K 0.12% 147