PSIWM
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Paradigm Strategies in Wealth Management’s Xcel Energy XEL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-1,741
Closed -$115K 237
2021
Q2
$115K Buy
1,741
+147
+9% +$9.71K 0.1% 70
2021
Q1
$106K Buy
+1,594
New +$106K 0.1% 66