JFS Wealth Advisors’s XPEL XPEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-2
| Closed | -$72 | – | 2024 |
|
2024
Q2 | $72 | Hold |
2
| – | – | ﹤0.01% | 1944 |
|
2024
Q1 | $109 | Sell |
2
-3
| -60% | -$164 | ﹤0.01% | 1944 |
|
2023
Q4 | $270 | Sell |
5
-2
| -29% | -$108 | ﹤0.01% | 1869 |
|
2023
Q3 | $540 | Buy |
7
+2
| +40% | +$154 | ﹤0.01% | 1737 |
|
2023
Q2 | $422 | Buy |
5
+3
| +150% | +$253 | ﹤0.01% | 1788 |
|
2023
Q1 | $136 | Hold |
2
| – | – | ﹤0.01% | 1866 |
|
2022
Q4 | $120 | Hold |
2
| – | – | ﹤0.01% | 1872 |
|
2022
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 1951 |
|
2022
Q2 | $0 | Buy |
2
+1
| +100% | – | ﹤0.01% | 1957 |
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 1992 |
|
2021
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1905 |
|