IBEX Wealth Advisors’s Xcel Energy XEL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-2,545
Closed -$159K 438
2021
Q3
$159K Buy
+2,545
New +$159K 0.03% 196
2019
Q3
Sell
-1,743
Closed -$103K 362
2019
Q2
$103K Buy
+1,743
New +$103K 0.03% 161