Janiczek Wealth Management’s Exelixis EXEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $148K | Buy |
6,589
+908
| +16% | +$20.4K | 0.03% | 228 |
|
2024
Q1 | $135K | Buy |
5,681
+4,327
| +320% | +$103K | 0.03% | 240 |
|
2023
Q4 | $32.5K | Buy |
1,354
+138
| +11% | +$3.31K | 0.01% | 469 |
|
2023
Q3 | $26.6K | Buy |
1,216
+124
| +11% | +$2.71K | 0.01% | 479 |
|
2023
Q2 | $20.9K | Buy |
1,092
+204
| +23% | +$3.9K | 0.01% | 453 |
|
2023
Q1 | $17.3K | Buy |
+888
| New | +$17.3K | ﹤0.01% | 474 |
|
2022
Q3 | – | Sell |
-404
| Closed | -$8K | – | 957 |
|
2022
Q2 | $8K | Buy |
404
+23
| +6% | +$455 | ﹤0.01% | 601 |
|
2022
Q1 | $9K | Buy |
+381
| New | +$9K | ﹤0.01% | 585 |
|
2021
Q4 | – | Sell |
-123
| Closed | -$3K | – | 1037 |
|
2021
Q3 | $3K | Buy |
+123
| New | +$3K | ﹤0.01% | 759 |
|