My Personal CFO LLC’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
-62
Closed -$4.35K 845
2022
Q4
$4.35K Buy
+62
New +$4.35K ﹤0.01% 384