AE Wealth Management’s EXL Service EXLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-19,896
| Closed | -$642K | – | 1411 |
|
|
2023
Q4 | $642K | Buy |
19,896
+985
| +5% | +$31.8K | ﹤0.01% | 1317 |
|
|
2023
Q3 | $530K | Sell |
18,911
-5,114
| -21% | -$143K | ﹤0.01% | 1345 |
|
|
2023
Q2 | $726K | Buy |
24,025
+2,340
| +11% | +$70.7K | ﹤0.01% | 1214 |
|
|
2023
Q1 | $702K | Buy |
21,685
+4,160
| +24% | +$135K | ﹤0.01% | 1194 |
|
|
2022
Q4 | $594K | Sell |
17,525
-2,170
| -11% | -$73.5K | ﹤0.01% | 1207 |
|
|
2022
Q3 | $580K | Sell |
19,695
-4,520
| -19% | -$133K | ﹤0.01% | 1172 |
|
|
2022
Q2 | $714K | Sell |
24,215
-485
| -2% | -$14.3K | 0.01% | 1013 |
|
|
2022
Q1 | $708K | Sell |
24,700
-24,015
| -49% | -$688K | ﹤0.01% | 1063 |
|
|
2021
Q4 | $1.41M | Buy |
48,715
+26,525
| +120% | +$768K | 0.01% | 807 |
|
|
2021
Q3 | $546K | Sell |
22,190
-90
| -0.4% | -$2.22K | ﹤0.01% | 1137 |
|
|
2021
Q2 | $473K | Sell |
22,280
-5,530
| -20% | -$117K | ﹤0.01% | 1156 |
|
|
2021
Q1 | $501K | Sell |
27,810
-5,420
| -16% | -$97.6K | 0.01% | 1027 |
|
|
2020
Q4 | $566K | Buy |
33,230
+2,505
| +8% | +$42.7K | 0.01% | 914 |
|
|
2020
Q3 | $405K | Buy |
30,725
+7,645
| +33% | +$101K | 0.01% | 940 |
|
|
2020
Q2 | $293K | Sell |
23,080
-805
| -3% | -$10.2K | ﹤0.01% | 1025 |
|
|
2020
Q1 | $249K | Buy |
23,885
+250
| +1% | +$2.61K | 0.01% | 932 |
|
|
2019
Q4 | $328K | Buy |
23,635
+2,950
| +14% | +$40.9K | 0.01% | 867 |
|
|
2019
Q3 | $277K | Buy |
+20,685
| New | +$277K | 0.01% | 817 |
|