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CreativeOne Wealth’s Exelixis EXEL Stock Holding History

CreativeOne Wealth’s Portfolio EXEL Stock Details EXEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$600K Buy
13,607
+5,630
+71% +$248K 0.02% 677
2025
Q1 		$295K Sell
7,977
-4,023
-34% -$149K 0.01% 878
2024
Q4 		$400K Buy
12,000
+4,163
+53% +$139K 0.01% 768
2024
Q3 		$203K Buy
+7,837
New +$203K 0.01% 905