ShoreHaven Wealth Partners’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	-423	Closed	-$28K	–	260
2021 Q1	$28K	Buy	423 +3	+0.7%	+$199	0.02%	151
2020 Q4	$28K	Buy	+420	New	+$28K	0.02%	140