Heritage Wealth Management (Arizona)’s EXL Service EXLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,087
| Closed | -$225K | – | 177 |
|
|
2024
Q1 | $225K | Sell |
7,087
-57
| -0.8% | -$1.81K | 0.11% | 165 |
|
|
2023
Q4 | $220K | Buy |
+7,144
| New | +$220K | 0.12% | 154 |
|
|
2022
Q4 | $523K | Buy |
15,430
+8,230
| +114% | +$279K | 0.07% | 204 |
|
|
2022
Q3 | $212K | Sell |
7,200
-1,570
| -18% | -$46.2K | 0.07% | 215 |
|
|
2022
Q2 | $258K | Sell |
8,770
-1,510
| -15% | -$44.5K | 0.09% | 184 |
|
|
2022
Q1 | $295K | Buy |
+10,280
| New | +$295K | 0.08% | 196 |
|
|
2021
Q3 | $164K | Buy |
6,650
+1,390
| +26% | +$34.3K | 0.06% | 250 |
|
|
2021
Q2 | $112K | Buy |
5,260
+1,895
| +56% | +$40.4K | 0.04% | 318 |
|
|
2021
Q1 | $61K | Buy |
+3,365
| New | +$61K | 0.03% | 338 |
|