Litman Gregory Wealth Management’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-47
Closed -$3K 264
2019
Q3
$3K Sell
47
-47
-50% -$3K ﹤0.01% 170
2019
Q2
$6K Buy
+94
New +$6K ﹤0.01% 168