Financial Synergies Wealth Advisors’s Exelixis EXEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10
| Closed | -$238 | – | 195 |
|
|
2024
Q1 | $238 | Hold |
10
| – | – | ﹤0.01% | 487 |
|
|
2023
Q4 | $161 | Hold |
10
| – | – | ﹤0.01% | 444 |
|
|
2023
Q3 | $219 | Hold |
10
| – | – | ﹤0.01% | 483 |
|
|
2023
Q2 | $192 | Hold |
10
| – | – | ﹤0.01% | 482 |
|
|
2023
Q1 | $195 | Hold |
10
| – | – | ﹤0.01% | 480 |
|
|
2022
Q4 | $161 | Hold |
10
| – | – | ﹤0.01% | 444 |
|
|
2022
Q3 | $157 | Hold |
10
| – | – | ﹤0.01% | 455 |
|
|
2022
Q2 | $209 | Buy |
+10
| New | +$209 | ﹤0.01% | 469 |
|