Clearstead Advisors’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 | $29.5K | Sell |
673
-109
| -14% | -$4.77K | ﹤0.01% | 1462 |
|
|
2025
Q1 | $36.9K | Sell |
782
-233
| -23% | -$11K | ﹤0.01% | 1248 |
|
|
2024
Q4 | $45K | Sell |
1,015
-101
| -9% | -$4.48K | ﹤0.01% | 1180 |
|
|
2024
Q3 | $42.6K | Buy |
1,116
+401
| +56% | +$15.3K | ﹤0.01% | 1234 |
|
|
2024
Q2 | $22.4K | Buy |
+715
| New | +$22.4K | ﹤0.01% | 1344 |
|
|
2023
Q4 | – | Sell |
-186
| Closed | -$5.22K | – | 1567 |
|
|
2023
Q3 | $5.22K | Buy |
+186
| New | +$5.22K | ﹤0.01% | 1233 |
|