Ropes Wealth Advisors’s Xcel Energy XEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-24,762	Closed	-$1.75M	–	278
2022 Q2	$1.75M	Hold	24,762	–	–	0.36%	76
2022 Q1	$1.79M	Buy	+24,762	New	+$1.79M	0.31%	82
2021 Q1	–	Sell	-7	Closed	–	–	806
2020 Q4	$0	Buy	+7	New	–	﹤0.01%	935