Icon Wealth Partners’s EXL Service EXLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,430
| Closed | -$29K | – | 355 |
|
|
2019
Q1 | $29K | Buy |
+2,430
| New | +$29K | 0.01% | 474 |
|
|
2018
Q3 | – | Sell |
-2,565
| Closed | -$29K | – | 407 |
|
|
2018
Q2 | $29K | Buy |
+2,565
| New | +$29K | 0.01% | 501 |
|
|
2018
Q1 | – | Sell |
-2,565
| Closed | -$31K | – | 409 |
|
|
2017
Q4 | $31K | Buy |
+2,565
| New | +$31K | 0.02% | 519 |
|