Welch & Forbes’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-9,396
Closed -$626K 396
2020
Q4
$626K Hold
9,396
0.01% 253
2020
Q3
$648K Sell
9,396
-89
-0.9% -$6.14K 0.01% 229
2020
Q2
$593K Buy
+9,485
New +$593K 0.01% 228