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WR Wealth Planners’s Xcel Energy XEL Stock Holding History

WR Wealth Planners’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$5.6K Buy
83
+6
+8% +$405 ﹤0.01% 677
2024
Q3 		$5.03K Buy
77
+18
+31% +$1.18K ﹤0.01% 742
2024
Q2 		$3.15K Sell
59
-12
-17% -$641 ﹤0.01% 796
2024
Q1 		$3.82K Buy
+71
New +$3.82K ﹤0.01% 770