Realta Investment Advisors’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-398
Closed -$24K 1420
2019
Q4
$24K Buy
398
+1
+0.3% +$60 0.01% 871
2019
Q3
$26K Hold
397
0.01% 846
2019
Q2
$24K Buy
397
+294
+285% +$17.8K 0.01% 877
2019
Q1
$6K Buy
+103
New +$6K ﹤0.01% 1047