Dynamic Wealth Strategies’s Exelixis EXEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-141
| Closed | -$5.21K | – | 238 |
|
|
2025
Q1 | $5.21K | Buy |
+141
| New | +$5.21K | ﹤0.01% | 207 |
|
|
2024
Q4 | – | Sell |
-422
| Closed | -$11K | – | 125 |
|
|
2024
Q3 | $11K | Hold |
422
| – | – | 0.01% | 190 |
|
|
2024
Q2 | $9K | Hold |
422
| – | – | 0.01% | 199 |
|
|
2024
Q1 | $10K | Hold |
422
| – | – | 0.01% | 202 |
|
|
2023
Q4 | $10.1K | Buy |
+422
| New | +$10.1K | 0.01% | 199 |
|