Heritage Wealth Management (Arizona)’s EXL Service EXLS Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio EXLS Stock Details EXLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell
2024 Q1	$225K	Sell
2023 Q4	$220K	Buy
2022 Q4	$523K	Buy
2022 Q3	$212K	Sell
2022 Q2	$258K	Sell
2022 Q1	$295K	Buy
2021 Q3	$164K	Buy
2021 Q2	$112K	Buy
2021 Q1	$61K	Buy