DWA
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Delap Wealth Advisory’s Exelixis EXEL Stock Holding History

Delap Wealth Advisory’s Portfolio EXEL Stock Details EXEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-9,025
Closed -$214K – 182
2024
Q1 		$214K Buy
+9,025
New +$214K 0.09% 228