AE Wealth Management’s Exelixis EXEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,245
| Closed | -$227K | – | 1409 |
|
|
2023
Q4 | $227K | Buy |
10,245
+60
| +0.6% | +$1.33K | ﹤0.01% | 1835 |
|
|
2023
Q3 | $223K | Sell |
10,185
-593
| -6% | -$13K | ﹤0.01% | 1741 |
|
|
2023
Q2 | $206K | Sell |
10,778
-2,309
| -18% | -$44.1K | ﹤0.01% | 1734 |
|
|
2023
Q1 | $254K | Sell |
13,087
-23
| -0.2% | -$446 | ﹤0.01% | 1624 |
|
|
2022
Q4 | $210K | Buy |
+13,110
| New | +$210K | ﹤0.01% | 1654 |
|
|
2020
Q3 | – | Sell |
-28,500
| Closed | -$677K | – | 1282 |
|
|
2020
Q2 | $677K | Buy |
+28,500
| New | +$677K | 0.01% | 742 |
|