EverSource Wealth Advisors’s EXL Service EXLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $265K | Buy |
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|
2025
Q2 | $126K | Buy |
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|
2025
Q1 | $20.2K | Buy |
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|
2024
Q4 | $16.9K | Buy |
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|
2024
Q3 | $8.51K | Buy |
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|
2024
Q2 | $6.42K | Buy |
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|
2024
Q1 | $2.75K | Hold |
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|
2023
Q4 | $2.93K | Sell |
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|
2023
Q3 | $4.12K | Buy |
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|
2023
Q2 | $2.87K | Hold |
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|
2023
Q1 | $3.08K | Hold |
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|
2022
Q4 | $3.22K | Sell |
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|
2022
Q3 | $5K | Buy |
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