Herold Advisors’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-695
Closed -$50.2K 683
2022
Q1
$50.2K Buy
+695
New +$50.2K 0.02% 377
2021
Q4
Sell
-79
Closed -$4K 659
2021
Q3
$4K Buy
+79
New +$4K ﹤0.01% 683