RPWA
Regent Peak Wealth Advisors’s Xcel Brands XELB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-15,000
| Closed | -$7.64K | – | 192 |
|
|
2024
Q4 | $7.64K | Hold |
15,000
| – | – | ﹤0.01% | 180 |
|
|
2024
Q3 | $11.2K | Buy |
+15,000
| New | +$11.2K | ﹤0.01% | 179 |
|
|
2024
Q2 | – | Sell |
-15,000
| Closed | -$11.7K | – | 180 |
|
|
2024
Q1 | $11.7K | Hold |
15,000
| – | – | ﹤0.01% | 169 |
|
|
2023
Q4 | $19.4K | Hold |
15,000
| – | – | 0.01% | 167 |
|
|
2023
Q3 | $16.4K | Hold |
15,000
| – | – | 0.01% | 150 |
|
|
2023
Q2 | $26.3K | Hold |
15,000
| – | – | 0.01% | 153 |
|
|
2023
Q1 | $9.18K | Hold |
15,000
| – | – | ﹤0.01% | 160 |
|
|
2022
Q4 | $10.5K | Buy |
+15,000
| New | +$10.5K | ﹤0.01% | 157 |
|