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