LM Advisors’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
-29
Closed -$1.8K 709
2023
Q4
$1.8K Buy
+29
New +$1.8K ﹤0.01% 669