Rockbridge Investment 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 Q2	–	Sell	-27	Closed	-$2K	–	764
2021 Q1	$2K	Sell	27 -127	-82%	-$9.41K	﹤0.01%	670
2020 Q4	$10K	Buy	+154	New	+$10K	﹤0.01%	506