Heartland Bank & Trust’s Xcel Energy XEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-3,060	Closed	-$204K	–	160
2021 Q1	$204K	Sell	3,060 -1,802	-37%	-$120K	0.19%	112
2020 Q4	$324K	Buy	+4,862	New	+$324K	0.29%	89