Advisors Asset Management’s EXL Service EXLS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-732
Closed -$23K 1479
2024
Q2
$23K Sell
732
-731
-50% -$22.9K ﹤0.01% 1356
2024
Q1
$46.5K Sell
1,463
-122
-8% -$3.88K ﹤0.01% 1294
2023
Q4
$48.9K Sell
1,585
-6
-0.4% -$185 ﹤0.01% 1288
2023
Q3
$44.6K Buy
1,591
+151
+10% +$4.23K ﹤0.01% 1290
2023
Q2
$43.5K Buy
1,440
+855
+146% +$25.8K ﹤0.01% 1296
2023
Q1
$18.9K Buy
+585
New +$18.9K ﹤0.01% 1386