Envestnet Portfolio Solutions’s EXL Service EXLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Sell |
6,694
-872
| -12% | -$38.2K | ﹤0.01% | 1348 |
|
|
2025
Q1 | $357K | Sell |
7,566
-6,704
| -47% | -$316K | ﹤0.01% | 1209 |
|
|
2024
Q4 | $633K | Buy |
14,270
+214
| +2% | +$9.5K | ﹤0.01% | 1118 |
|
|
2024
Q3 | $536K | Buy |
14,056
+3,196
| +29% | +$122K | ﹤0.01% | 1169 |
|
|
2024
Q2 | $341K | Sell |
10,860
-2,949
| -21% | -$92.5K | ﹤0.01% | 1309 |
|
|
2024
Q1 | $439K | Buy |
13,809
+723
| +6% | +$23K | ﹤0.01% | 1176 |
|
|
2023
Q4 | $404K | Buy |
13,086
+3,163
| +32% | +$97.6K | ﹤0.01% | 1140 |
|
|
2023
Q3 | $278K | Buy |
+9,923
| New | +$278K | ﹤0.01% | 1266 |
|