LPWM LLC’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
2021
Q4
$248K Sell
2021
Q3
$248K Hold
2021
Q2
$268K Sell
2021
Q1
$285K Buy
2020
Q1
Sell
2019
Q4
$226K Buy