Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$65K Sell
2,554
-1,784
-41% -$47.3K 0.3% 68
2020
Q2
$122K Buy
+4,338
New +$115K 0.09% 298
2019
Q4
$129K Sell
3,966
-9,496
-71% -$307K 0.07% 380
2019
Q3
$464K Buy
13,462
+3,750
+39% +$126K 0.3% 22
2019
Q2
$332K Buy
9,712
+34
+0.4% +$1.2K 0.27% 278
2019
Q1
$346K Buy
9,678
+4,125
+74% +$140K 0.3% 19
2018
Q4
$179K Sell
5,553
-380
-6% -$12.2K 0.12% 309
2018
Q3
$185K Buy
+5,933
New +$183K 0.3% 136
2018
Q2
Sell
-7,199
Closed -$200K 448
2018
Q1
$200K Buy
7,199
+2,861
+66% +$77.3K 0.26% 17
2017
Q4
$122K Buy
+4,338
New +$125K 0.09% 298

Other funds holding EXC