Capital Impact Advisors’s XPEL XPEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-12,208
| Closed | -$659K | – | 104 |
|
2024
Q1 | $659K | Hold |
12,208
| – | – | 0.86% | 49 |
|
2023
Q4 | $657K | Hold |
12,208
| – | – | 0.86% | 58 |
|
2023
Q3 | $941K | Buy |
12,208
+3,574
| +41% | +$276K | 1.57% | 13 |
|
2023
Q2 | $727K | Buy |
8,634
+736
| +9% | +$62K | 0.8% | 40 |
|
2023
Q1 | $537K | Hold |
7,898
| – | – | 0.66% | 65 |
|
2022
Q4 | $474K | Buy |
7,898
+307
| +4% | +$18.4K | 0.46% | 85 |
|
2022
Q3 | $485K | Buy |
7,591
+823
| +12% | +$52.6K | 0.48% | 80 |
|
2022
Q2 | $311K | Buy |
+6,768
| New | +$311K | 0.29% | 150 |
|