First Trust Direct Indexing’s EXL Service EXLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-7,075
| Closed | -$209K | – | 694 |
|
|
2022
Q3 | $209K | Hold |
7,075
| – | – | 0.03% | 575 |
|
|
2022
Q2 | $208K | Buy |
+7,075
| New | +$208K | 0.03% | 573 |
|
|
2021
Q1 | – | Sell |
-5,715
| Closed | -$97K | – | 580 |
|
|
2020
Q4 | $97K | Buy |
+5,715
| New | +$97K | 0.03% | 516 |
|