Laurel Wealth Planning’s Xcel Energy XEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,000	Closed	-$70.1K	–	210
2022 Q4	$70.1K	Hold	1,000	–	–	0.05%	96
2022 Q3	$64K	Sell	1,000 -37	-4%	-$2.37K	0.05%	92
2022 Q2	$73K	Buy	1,037 +37	+4%	+$2.61K	0.05%	93
2022 Q1	$72K	Buy	+1,000	New	+$72K	0.05%	110