LifePro Asset Management’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-3,358
Closed -$238K 131
2022
Q2
$238K Buy
3,358
+323
+11% +$22.9K 0.12% 104
2022
Q1
$219K Buy
3,035
+57
+2% +$4.11K 0.08% 116
2021
Q4
$202K Buy
+2,978
New +$202K 0.06% 124