W.H. Cornerstone Investments’s Xcel Energy XEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3,606	Closed	-$243K	–	135
2023 Q1	$243K	Buy	3,606 +26	+0.7%	+$1.75K	0.22%	113
2022 Q4	$255K	Buy	3,580 +155	+5%	+$11K	0.24%	108
2022 Q3	$205K	Buy	+3,425	New	+$205K	0.22%	112