Meristem Family Wealth’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
$240K Sell
3,324
-82
-2% -$5.92K 0.03% 296
2021
Q4
$231K Sell
3,406
-40
-1% -$2.71K 0.02% 339
2021
Q3
$215K Buy
+3,446
New +$215K 0.02% 385