TrueWealth LLC’s Xcel Energy XEL Stock Holding History

TrueWealth LLC’s Portfolio XEL Stock Details XEL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$39K	Hold
2020 Q1	$38K	Hold
2019 Q4	$40K	Hold
2019 Q3	$41K	Sell
2019 Q2	$82K	Hold
2019 Q1	$78K	Hold
2018 Q4	$68K	Sell
2018 Q3	$66K	Hold
2018 Q2	$64K	Buy
2018 Q1	$30K	Sell
2017 Q4	$32K	Buy