LJAC
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L.J. Altfest & Co’s Xcel Energy XEL Stock Holding History

L.J. Altfest & Co’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,371
Closed -$416K – 372
2024
Q3 		$416K Buy
+6,371
New +$416K 0.06% 233