Milestone Investment 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 Q4	–	Sell	-40	Closed	-$2.29K	–	439
2023 Q3	$2.29K	Buy	+40	New	+$2.29K	﹤0.01%	362
2023 Q2	–	Sell	-40	Closed	-$2.7K	–	435
2023 Q1	$2.7K	Buy	+40	New	+$2.7K	﹤0.01%	355