Security National Trust’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	$3K	Hold	50	–	–	﹤0.01%	383
2021 Q2	$3K	Hold	50	–	–	﹤0.01%	395
2021 Q1	$3K	Hold	50	–	–	﹤0.01%	380
2020 Q4	$3K	Hold	50	–	–	﹤0.01%	395
2020 Q3	$3K	Hold	50	–	–	﹤0.01%	389
2020 Q2	$3K	Hold	50	–	–	﹤0.01%	389
2020 Q1	$3K	Sell	50 -25	-33%	-$1.5K	﹤0.01%	439
2019 Q4	$5K	Hold	75	–	–	﹤0.01%	411
2019 Q3	$5K	Hold	75	–	–	﹤0.01%	343
2019 Q2	$4K	Hold	75	–	–	﹤0.01%	360
2019 Q1	$4K	Sell	75 -251	-77%	-$13.4K	﹤0.01%	361
2018 Q4	$16K	Sell	326 -1,000	-75%	-$49.1K	0.01%	292
2018 Q3	$63K	Hold	1,326	–	–	0.02%	245
2018 Q2	$61K	Hold	1,326	–	–	0.02%	249
2018 Q1	$60K	Buy	1,326 +1,000	+307%	+$45.2K	0.02%	251
2017 Q4	$16K	Hold	326	–	–	0.01%	315
2017 Q3	$15K	Hold	326	–	–	﹤0.01%	327
2017 Q2	$15K	Hold	326	–	–	0.01%	340
2017 Q1	$14K	Buy	326 +95	+41%	+$4.08K	﹤0.01%	341
2016 Q4	$9K	Hold	231	–	–	﹤0.01%	377
2016 Q3	$10K	Hold	231	–	–	﹤0.01%	381
2016 Q2	$10K	Hold	231	–	–	﹤0.01%	372
2016 Q1	$10K	Hold	231	–	–	﹤0.01%	376
2015 Q4	$8K	Buy	231 +81	+54%	+$2.81K	﹤0.01%	386
2015 Q3	$5K	Hold	150	–	–	﹤0.01%	422
2015 Q2	$5K	Hold	150	–	–	﹤0.01%	438
2015 Q1	$5K	Hold	150	–	–	﹤0.01%	443
2014 Q4	$5K	Hold	150	–	–	﹤0.01%	461
2014 Q3	$5K	Hold	150	–	–	﹤0.01%	467
2014 Q2	$5K	Hold	150	–	–	﹤0.01%	471
2014 Q1	$5K	Hold	150	–	–	﹤0.01%	470
2013 Q4	$4K	Hold	150	–	–	﹤0.01%	476
2013 Q3	$4K	Hold	150	–	–	﹤0.01%	458
2013 Q2	$4K	Buy	+150	New	+$4K	﹤0.01%	444