Lumature Wealth Partners’s Xcel Energy XEL Stock Holding History

Lumature Wealth Partners’s Portfolio XEL Stock Details XEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$25.6K	Hold
2023 Q1	$27.8K	Hold
2022 Q4	$28.9K	Hold
2022 Q3	$26K	Hold
2022 Q2	$29K	Sell
2022 Q1	$44K	Buy
2021 Q4	$28K	Buy
2021 Q3	$18K	Buy
2021 Q2	$8K	Buy
2021 Q1	$4K	Buy