Axxcess Wealth Management’s EXL Service EXLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Sell |
6,060
-622
| -9% | -$27.2K | 0.01% | 753 |
|
|
2025
Q1 | $315K | Buy |
6,682
+1,191
| +22% | +$56.2K | 0.01% | 668 |
|
|
2024
Q4 | $244K | Buy |
+5,491
| New | +$244K | 0.01% | 739 |
|
|
2023
Q2 | – | Sell |
-6,430
| Closed | -$208K | – | 628 |
|
|
2023
Q1 | $208K | Sell |
6,430
-1,040
| -14% | -$33.7K | 0.02% | 578 |
|
|
2022
Q4 | $253K | Buy |
+7,470
| New | +$253K | 0.02% | 494 |
|