Adirondack Retirement Specialists’s XPEL XPEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $7.6M | Sell |
98,550
-11,334
| -10% | -$874K | 5.91% | 7 |
|
2023
Q2 | $9.25M | Sell |
109,884
-10,608
| -9% | -$893K | 7.26% | 7 |
|
2023
Q1 | $7.87M | Sell |
120,492
-59,712
| -33% | -$3.9M | 6.55% | 7 |
|
2022
Q4 | $10.8M | Sell |
180,204
-8,583
| -5% | -$515K | 12.21% | 4 |
|
2022
Q3 | $12.2M | Sell |
188,787
-10,471
| -5% | -$675K | 11.74% | 3 |
|
2022
Q2 | $10.3M | Buy |
199,258
+56,798
| +40% | +$2.95M | 10.54% | 5 |
|
2022
Q1 | $8.82M | Sell |
142,460
-11,262
| -7% | -$697K | 7.89% | 6 |
|
2021
Q4 | $10.5M | Buy |
153,722
+8,704
| +6% | +$594K | 9.15% | 6 |
|
2021
Q3 | $11M | Buy |
145,018
+1,704
| +1% | +$129K | 10.19% | 5 |
|
2021
Q2 | $14.6M | Buy |
143,314
+1,376
| +1% | +$141K | 13.88% | 2 |
|
2021
Q1 | $9M | Buy |
141,938
+112,589
| +384% | +$7.14M | 9.22% | 5 |
|
2020
Q4 | $1.51M | Buy |
+29,349
| New | +$1.51M | 1.33% | 13 |
|