Carson Wealth (CWM LLC)’s XPEL XPEL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6K | Sell |
170
-101
| -37% | -$3.57K | ﹤0.01% | 4568 |
|
2025
Q1 | $8K | Sell |
271
-167
| -38% | -$4.93K | ﹤0.01% | 4240 |
|
2024
Q4 | $17K | Buy |
438
+2
| +0.5% | +$78 | ﹤0.01% | 3559 |
|
2024
Q3 | $19K | Sell |
436
-139
| -24% | -$6.06K | ﹤0.01% | 3405 |
|
2024
Q2 | $20K | Buy |
575
+200
| +53% | +$6.96K | ﹤0.01% | 3125 |
|
2024
Q1 | $20K | Buy |
375
+96
| +34% | +$5.12K | ﹤0.01% | 2922 |
|
2023
Q4 | $15K | Buy |
279
+148
| +113% | +$7.96K | ﹤0.01% | 2954 |
|
2023
Q3 | $10K | Hold |
131
| – | – | ﹤0.01% | 3150 |
|
2023
Q2 | $11K | Buy |
131
+36
| +38% | +$3.02K | ﹤0.01% | 3041 |
|
2023
Q1 | $6K | Buy |
95
+16
| +20% | +$1.01K | ﹤0.01% | 3243 |
|
2022
Q4 | $5K | Buy |
79
+23
| +41% | +$1.46K | ﹤0.01% | 3234 |
|
2022
Q3 | $4K | Buy |
56
+40
| +250% | +$2.86K | ﹤0.01% | 3231 |
|
2022
Q2 | $1K | Buy |
16
+10
| +167% | +$625 | ﹤0.01% | 3660 |
|
2022
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 3882 |
|