Coppell Advisory Solutions’s Xcel Brands XELB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12
| Closed | -$66 | – | 1904 |
|
|
2024
Q4 | $66 | Hold |
12
| – | – | ﹤0.01% | 1923 |
|
|
2024
Q3 | $92 | Hold |
12
| – | – | ﹤0.01% | 1798 |
|
|
2024
Q2 | $73 | Buy |
+12
| New | +$73 | ﹤0.01% | 1739 |
|
|
2023
Q4 | $160 | Sell |
12
-13
| -52% | -$173 | ﹤0.01% | 1612 |
|
|
2023
Q3 | $176 | Buy |
25
+13
| +108% | +$92 | ﹤0.01% | 1122 |
|
|
2023
Q2 | $227 | Buy |
+12
| New | +$227 | ﹤0.01% | 1312 |
|
|
2023
Q1 | – | Sell |
-25
| Closed | -$176 | – | 1102 |
|
|
2022
Q4 | $176 | Buy |
+25
| New | +$176 | ﹤0.01% | 1123 |
|