Graybill Wealth Management’s Exelixis EXEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-17,450
| Closed | -$27K | – | 51 |
|
|
2014
Q3 | $27K | Sell |
17,450
-17,450
| -50% | -$27K | 0.02% | 50 |
|
|
2014
Q2 | $118K | Hold |
34,900
| – | – | 0.09% | 49 |
|
|
2014
Q1 | $124K | Buy |
34,900
+400
| +1% | +$1.42K | 0.1% | 48 |
|
|
2013
Q4 | $211K | Hold |
34,500
| – | – | 0.18% | 47 |
|
|
2013
Q3 | $201K | Buy |
+34,500
| New | +$201K | 0.17% | 58 |
|