Red Door Wealth Management’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-213
Closed -$14K 628
2021
Q2
$14K Buy
+213
New +$14K 0.01% 408
2020
Q3
Sell
-298
Closed -$18K 441
2020
Q2
$18K Hold
298
0.01% 258
2020
Q1
$17K Buy
+298
New +$17K 0.02% 244