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Montag & Associates’s XPeng XPEV Stock Holding History

Montag & Associates’s Portfolio XPEV Stock Details XPEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-14,368
Closed -$638K – 899
2021
Q2 		$638K Buy
14,368
+2,171
+18% +$96.4K 0.03% 269
2021
Q1 		$445K Buy
12,197
+12,052
+8,312% +$440K 0.03% 306
2020
Q4 		$6K Buy
+145
New +$6K ﹤0.01% 740