Mosaic 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
2021 Q4	$709K	Hold	10,479	–	–	0.18%	82
2021 Q3	$655K	Hold	10,479	–	–	0.18%	85
2021 Q2	$690K	Sell	10,479 -38	-0.4%	-$2.5K	0.2%	67
2021 Q1	$699K	Hold	10,517	–	–	0.2%	68
2020 Q4	$701K	Hold	10,517	–	–	0.23%	59
2020 Q3	$726K	Hold	10,517	–	–	0.27%	52
2020 Q2	$657K	Hold	10,517	–	–	0.27%	53
2020 Q1	$634K	Hold	10,517	–	–	0.32%	48
2019 Q4	$668K	Hold	10,517	–	–	0.27%	57
2019 Q3	$682K	Hold	10,517	–	–	0.28%	57
2019 Q2	$626K	Buy	10,517 +38	+0.4%	+$2.26K	0.26%	60
2019 Q1	$589K	Hold	10,479	–	–	0.24%	63
2018 Q4	$516K	Hold	10,479	–	–	0.21%	64
2018 Q3	$538K	Hold	10,479	–	–	0.22%	67
2018 Q2	$479K	Hold	10,479	–	–	0.18%	80
2018 Q1	$477K	Hold	10,479	–	–	0.18%	79
2017 Q4	$504K	Buy	+10,479	New	+$504K	0.18%	82
2016 Q1	–	Sell	-149	Closed	-$5K	–	846
2015 Q4	$5K	Buy	+149	New	+$5K	﹤0.01%	595