Wealthstar Advisors’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
-5,045
Closed -$340K 98
2023
Q1
$340K Hold
5,045
0.13% 69
2022
Q4
$354K Hold
5,045
0.16% 66
2022
Q3
$323K Buy
+5,045
New +$323K 0.15% 70