D.A. Davidson & Co’s EXL Service EXLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-9,880
| Closed | -$109K | – | 1374 |
|
|
2017
Q2 | $109K | Hold |
9,880
| – | – | ﹤0.01% | 1225 |
|
|
2017
Q1 | $93K | Sell |
9,880
-4,380
| -31% | -$41.2K | ﹤0.01% | 1276 |
|
|
2016
Q4 | $143K | Buy |
+14,260
| New | +$143K | ﹤0.01% | 1145 |
|
|
2016
Q1 | – | Sell |
-1,025
| Closed | -$9K | – | 2269 |
|
|
2015
Q4 | $9K | Sell |
1,025
-930
| -48% | -$8.17K | ﹤0.01% | 1912 |
|
|
2015
Q3 | $14K | Buy |
1,955
+780
| +66% | +$5.59K | ﹤0.01% | 1769 |
|
|
2015
Q2 | $8K | Buy |
+1,175
| New | +$8K | ﹤0.01% | 1921 |
|