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LWM Advisory Services’s Xcel Energy XEL Stock Holding History

LWM Advisory Services’s Portfolio XEL Stock Details XEL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3,904
Closed -$250K – 127
2022
Q3 		$250K Buy
3,904
+256
+7% +$16.4K 0.28% 96
2022
Q2 		$258K Buy
3,648
+354
+11% +$25K 0.31% 94
2022
Q1 		$238K Buy
+3,294
New +$238K 0.3% 96