GoalVest Advisory’s EXL Service EXLS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-45	Closed	-$1.39K	–	429
2023 Q4	$1.39K	Sell	45 -105	-70%	-$3.24K	﹤0.01%	346
2023 Q3	$4.21K	Buy	150 +45	+43%	+$1.26K	﹤0.01%	358
2023 Q2	$3.17K	Buy	+105	New	+$3.17K	﹤0.01%	327