Heritage Family Offices’s EXL Service EXLS Stock Holding History

Heritage Family Offices’s Portfolio EXLS Stock Details EXLS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$212K	Sell
2025 Q3	$244K	Sell
2025 Q2	$265K	Hold
2025 Q1	$267K	Sell
2024 Q4	$296K	Buy
2024 Q3	$239K	Buy