Heritage Wealth Management (Arizona)’s XPEL XPEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.91M | Hold |
81,802
| – | – | 1.61% | 11 |
|
|
2024
Q1 | $4.42M | Hold |
81,802
| – | – | 2.25% | 8 |
|
|
2023
Q4 | $4.41M | Buy |
+81,802
| New | +$4.41M | 2.39% | 8 |
|
|
2022
Q4 | $32.4M | Buy |
538,836
+269,418
| +100% | +$16.2M | 4.62% | 4 |
|
|
2022
Q3 | $17.4M | Buy |
269,418
+264,918
| +5,887% | +$17.1M | 5.58% | 3 |
|
|
2022
Q2 | $207K | Buy |
+4,500
| New | +$207K | 0.07% | 231 |
|