Impact Partnership Wealth’s Xcel Energy XEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-7	Closed	-$433	–	878
2023 Q4	$433	Hold	7	–	–	﹤0.01%	800
2023 Q3	$401	Hold	7	–	–	﹤0.01%	944
2023 Q2	$435	Buy	+7	New	+$435	﹤0.01%	868