SYSTM Wealth Solutions’s Xcel Energy XEL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-265
Closed -$14.3K 979
2024
Q1
$14.3K Sell
265
-170
-39% -$9.19K ﹤0.01% 743
2023
Q4
$27K Buy
+435
New +$27K ﹤0.01% 677