Carson Wealth (CWM LLC)’s EXL Service EXLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $898K | Sell |
20,513
-891
| -4% | -$39K | ﹤0.01% | 1297 |
|
|
2025
Q1 | $1.01M | Sell |
21,404
-5,082
| -19% | -$240K | ﹤0.01% | 1119 |
|
|
2024
Q4 | $1.18M | Sell |
26,486
-2,538
| -9% | -$113K | ﹤0.01% | 1002 |
|
|
2024
Q3 | $1.11M | Sell |
29,024
-1,207
| -4% | -$46K | ﹤0.01% | 966 |
|
|
2024
Q2 | $948K | Sell |
30,231
-4,055
| -12% | -$127K | ﹤0.01% | 923 |
|
|
2024
Q1 | $1.09M | Sell |
34,286
-8,530
| -20% | -$271K | 0.01% | 813 |
|
|
2023
Q4 | $1.32M | Buy |
42,816
+3,016
| +8% | +$93.1K | 0.01% | 696 |
|
|
2023
Q3 | $1.12M | Sell |
39,800
-1,925
| -5% | -$54K | 0.01% | 701 |
|
|
2023
Q2 | $1.26M | Sell |
41,725
-2,780
| -6% | -$84K | 0.01% | 624 |
|
|
2023
Q1 | $1.44M | Sell |
44,505
-1,515
| -3% | -$49K | 0.01% | 550 |
|
|
2022
Q4 | $1.56M | Sell |
46,020
-2,105
| -4% | -$71.3K | 0.01% | 487 |
|
|
2022
Q3 | $1.42M | Sell |
48,125
-2,895
| -6% | -$85.3K | 0.01% | 466 |
|
|
2022
Q2 | $1.5M | Sell |
51,020
-3,045
| -6% | -$89.7K | 0.01% | 454 |
|
|
2022
Q1 | $1.55M | Sell |
54,065
-8,440
| -14% | -$242K | 0.01% | 454 |
|
|
2021
Q4 | $1.81M | Buy |
+62,505
| New | +$1.81M | 0.01% | 449 |
|