IHT Wealth Management’s EXL Service EXLS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-19,594
| Closed | -$605K | – | 1028 |
|
2023
Q4 | $605K | Sell |
19,594
-33
| -0.2% | -$1.02K | 0.03% | 533 |
|
2023
Q3 | $550K | Buy |
19,627
+297
| +2% | +$8.33K | 0.03% | 523 |
|
2023
Q2 | $584K | Buy |
19,330
+8,045
| +71% | +$243K | 0.03% | 494 |
|
2023
Q1 | $365K | Buy |
+11,285
| New | +$365K | 0.02% | 624 |
|