Berman Capital Advisors’s Exelixis EXEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $8K | Buy |
394
+122
| +45% | +$2.48K | ﹤0.01% | 1251 |
|
|
2021
Q2 | $4K | Buy |
272
+67
| +33% | +$985 | ﹤0.01% | 1397 |
|
|
2021
Q1 | $4K | Hold |
205
| – | – | ﹤0.01% | 1327 |
|
|
2020
Q4 | $4K | Sell |
205
-49
| -19% | -$956 | ﹤0.01% | 1210 |
|
|
2020
Q3 | $6K | Buy |
254
+49
| +24% | +$1.16K | ﹤0.01% | 961 |
|
|
2020
Q2 | $4K | Hold |
205
| – | – | ﹤0.01% | 1044 |
|
|
2020
Q1 | $3K | Buy |
+205
| New | +$3K | ﹤0.01% | 1025 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 1487 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 1479 |
|
|
2019
Q2 | – | Sell |
-299
| Closed | -$7K | – | 1495 |
|
|
2019
Q1 | $7K | Buy |
+299
| New | +$7K | ﹤0.01% | 754 |
|