RWB
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RMR Wealth Builders’s Xcel Energy XEL Stock Holding History

RMR Wealth Builders’s Portfolio XEL Stock Details XEL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,240
Closed -$82K – 719
2021
Q1 		$82K Hold
1,240
– – 0.02% 297
2020
Q4 		$83K Buy
+1,240
New +$83K 0.04% 218