Tilt Investment Management Holdings’s Xcel Energy XEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-36,492	Closed	-$2.11M	–	154
2023 Q3	$2.11M	Hold	36,492	–	–	1.5%	10
2023 Q2	$2.29M	Hold	36,492	–	–	1.51%	10
2023 Q1	$2.4M	Buy	36,492 +371	+1%	+$24.4K	1.78%	6
2022 Q4	$2.55M	Buy	+36,121	New	+$2.55M	2.16%	6