Planning Capital Management Corporation’s Xcel Energy XEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$47.6K	Sell	728 -56	-7%	-$3.66K	0.03%	188
2024 Q2	$41.9K	Sell	784 -579	-42%	-$30.9K	0.03%	208
2024 Q1	$73.2K	Sell	1,363 -323	-19%	-$17.4K	0.05%	156
2023 Q4	$104K	Buy	+1,686	New	+$104K	0.08%	131