Heritage Family Offices’s EXL Service EXLS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$265K	Hold	5,666	–	–	0.13%	139
2025 Q1	$267K	Sell	5,666 -1,011	-15%	-$47.7K	0.14%	136
2024 Q4	$296K	Buy	6,677 +421	+7%	+$18.7K	0.15%	126
2024 Q3	$239K	Buy	+6,256	New	+$239K	0.12%	157