Cahill Wealth Management’s XPEL XPEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,506
| Closed | -$267K | – | 51 |
|
|
2024
Q2 | $267K | Sell |
7,506
-10,220
| -58% | -$363K | 0.16% | 43 |
|
|
2024
Q1 | $958K | Sell |
17,726
-8,521
| -32% | -$460K | 0.56% | 25 |
|
|
2023
Q4 | $1.41M | Sell |
26,247
-8
| -0% | -$431 | 0.95% | 17 |
|
|
2023
Q3 | $2.02M | Hold |
26,255
| – | – | 1.55% | 11 |
|
|
2023
Q2 | $2.21M | Hold |
26,255
| – | – | 1.53% | 12 |
|
|
2023
Q1 | $1.78M | Buy |
26,255
+1,120
| +4% | +$76.1K | 1.32% | 14 |
|
|
2022
Q4 | $1.96M | Sell |
25,135
-2,064
| -8% | -$161K | 1.42% | 12 |
|
|
2022
Q3 | $1.75M | Buy |
27,199
+4,542
| +20% | +$293K | 1.56% | 10 |
|
|
2022
Q2 | $1.04M | Buy |
22,657
+8,112
| +56% | +$372K | 0.88% | 18 |
|
|
2022
Q1 | $765K | Buy |
+14,545
| New | +$765K | 0.57% | 23 |
|