Forum Financial Management’s XPEL XPEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,642
| Closed | -$545K | – | 944 |
|
|
2024
Q4 | $545K | Sell |
13,642
-287
| -2% | -$11.5K | 0.01% | 351 |
|
|
2024
Q3 | $604K | Hold |
13,929
| – | – | 0.01% | 276 |
|
|
2024
Q2 | $495K | Hold |
13,929
| – | – | 0.01% | 306 |
|
|
2024
Q1 | $752K | Hold |
13,929
| – | – | 0.01% | 236 |
|
|
2023
Q4 | $750K | Buy |
13,929
+1,365
| +11% | +$73.5K | 0.01% | 200 |
|
|
2023
Q3 | $969K | Buy |
12,564
+936
| +8% | +$72.2K | 0.02% | 166 |
|
|
2023
Q2 | $979K | Buy |
11,628
+2,095
| +22% | +$176K | 0.02% | 163 |
|
|
2023
Q1 | $648K | Buy |
9,533
+1,729
| +22% | +$117K | 0.02% | 210 |
|
|
2022
Q4 | $469K | Hold |
7,804
| – | – | 0.02% | 265 |
|
|
2022
Q3 | $503K | Hold |
7,804
| – | – | 0.02% | 219 |
|
|
2022
Q2 | $358K | Buy |
7,804
+1,441
| +23% | +$66.1K | 0.02% | 304 |
|
|
2022
Q1 | $334K | Buy |
+6,363
| New | +$334K | 0.02% | 347 |
|