Pinnacle Wealth Planning Services’s Xcel Energy XEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3,435	Closed	-$232K	–	511
2023 Q1	$232K	Buy	3,435 +59	+2%	+$3.98K	0.04%	333
2022 Q4	$237K	Buy	+3,376	New	+$237K	0.04%	314
2021 Q1	–	Sell	-1,458	Closed	-$97K	–	1975
2020 Q4	$97K	Buy	+1,458	New	+$97K	0.02%	480