Mayflower Financial Advisors’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,968
Closed -$208K 373
2022
Q4
$208K Buy
+2,968
New +$208K 0.03% 319
2022
Q3
Sell
-3,064
Closed -$217K 356
2022
Q2
$217K Buy
3,064
+235
+8% +$16.6K 0.03% 296
2022
Q1
$204K Buy
+2,829
New +$204K 0.03% 331