HWMA
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Heritage Wealth Management (Arizona)’s Xcel Energy XEL Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,010
Closed -$67K – 931
2021
Q1 		$67K Buy
+1,010
New +$67K 0.04% 320