Wellesley Investment Partners’s Xcel Energy XEL Stock Holding History

Wellesley Investment Partners’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 Q3	$629K	Sell
2020 Q2	$667K	Sell
2020 Q1	$793K	Sell
2019 Q4	$929K	Buy
2019 Q3	$917K	Buy
2019 Q2	$744K	Buy