Sterling Financial Planning’s Xcel Energy XEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-829	Closed	-$52K	–	409
2021 Q3	$52K	Hold	829	–	–	0.03%	183
2021 Q2	$55K	Hold	829	–	–	0.04%	163
2021 Q1	$55K	Sell	829 -114	-12%	-$7.56K	0.04%	148
2020 Q4	$63K	Buy	+943	New	+$63K	0.05%	128