Chase Investment Counsel’s EXL Service EXLS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$539K Hold
12,309
0.17% 88
2025
Q1
$581K Hold
12,309
0.21% 81
2024
Q4
$546K Buy
+12,309
New +$546K 0.18% 84
2023
Q2
Sell
-67,940
Closed -$2.2M 106
2023
Q1
$2.2M Sell
67,940
-450
-0.7% -$14.6K 1.22% 33
2022
Q4
$2.32M Sell
68,390
-515
-0.7% -$17.4K 1.42% 32
2022
Q3
$2.03M Sell
68,905
-615
-0.9% -$18.1K 1.28% 32
2022
Q2
$2.05M Sell
69,520
-2,310
-3% -$68.1K 1.1% 39
2022
Q1
$2.06M Buy
+71,830
New +$2.06M 0.9% 46