Steel Grove Capital Advisors’s Xcel Energy XEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-8,479	Closed	-$421K	–	275
2018 Q4	$421K	Sell	8,479 -500	-6%	-$24.8K	0.06%	214
2018 Q3	$427K	Sell	8,979 -60	-0.7%	-$2.85K	0.06%	216
2018 Q2	$416K	Sell	9,039 -9,696	-52%	-$446K	0.07%	206
2018 Q1	$859K	Buy	+18,735	New	+$859K	0.13%	148