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Concurrent Investment Advisors’s EXL Service EXLS Stock Holding History

Concurrent Investment Advisors’s Portfolio EXLS Stock Details EXLS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$392K Buy
8,962
+507
+6% +$22.2K 0.01% 935
2025
Q1 		$399K Buy
8,455
+3,459
+69% +$163K 0.01% 807
2024
Q4 		$222K Buy
+4,996
New +$222K 0.01% 938