Cresset Asset Management’s EXL Service EXLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Sell |
4,682
-1,429
| -23% | -$62.6K | ﹤0.01% | 1484 |
|
|
2025
Q1 | $289K | Buy |
6,111
+849
| +16% | +$40.1K | ﹤0.01% | 1323 |
|
|
2024
Q4 | $234K | Sell |
5,262
-1,016
| -16% | -$45.1K | ﹤0.01% | 1471 |
|
|
2024
Q3 | $240K | Buy |
+6,278
| New | +$240K | ﹤0.01% | 1879 |
|
|
2023
Q4 | – | Sell |
-40,991
| Closed | -$1.15M | – | 1812 |
|
|
2023
Q3 | $1.15M | Buy |
40,991
+506
| +1% | +$14.2K | ﹤0.01% | 757 |
|
|
2023
Q2 | $1.22M | Buy |
+40,485
| New | +$1.22M | ﹤0.01% | 715 |
|
|
2019
Q2 | – | Sell |
-510
| Closed | -$6K | – | 859 |
|
|
2019
Q1 | $6K | Buy |
510
+470
| +1,175% | +$5.53K | ﹤0.01% | 1298 |
|
|
2018
Q4 | $0 | Buy |
+40
| New | – | ﹤0.01% | 1715 |
|