JFS Wealth Advisors’s EXL Service EXLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.9K | Sell |
89
-12
| -12% | -$526 | ﹤0.01% | 1173 |
|
|
2025
Q1 | $4.77K | Buy |
101
+13
| +15% | +$614 | ﹤0.01% | 1142 |
|
|
2024
Q4 | $3.91K | Hold |
88
| – | – | ﹤0.01% | 1214 |
|
|
2024
Q3 | $3.36K | Buy |
88
+3
| +4% | +$114 | ﹤0.01% | 1264 |
|
|
2024
Q2 | $2.67K | Hold |
85
| – | – | ﹤0.01% | 1325 |
|
|
2024
Q1 | $2.7K | Buy |
85
+13
| +18% | +$413 | ﹤0.01% | 1334 |
|
|
2023
Q4 | $2.22K | Sell |
72
-38
| -35% | -$1.17K | ﹤0.01% | 1383 |
|
|
2023
Q3 | $3.09K | Hold |
110
| – | – | ﹤0.01% | 1205 |
|
|
2023
Q2 | $3.32K | Sell |
110
-25
| -19% | -$755 | ﹤0.01% | 1193 |
|
|
2023
Q1 | $4.37K | Sell |
135
-15
| -10% | -$486 | ﹤0.01% | 1051 |
|
|
2022
Q4 | $5.08K | Hold |
150
| – | – | ﹤0.01% | 986 |
|
|
2022
Q3 | $4K | Buy |
150
+30
| +25% | +$800 | ﹤0.01% | 1051 |
|
|
2022
Q2 | $4K | Buy |
120
+20
| +20% | +$667 | ﹤0.01% | 1064 |
|
|
2022
Q1 | $3K | Buy |
100
+55
| +122% | +$1.65K | ﹤0.01% | 1235 |
|
|
2021
Q4 | $1K | Buy |
+45
| New | +$1K | ﹤0.01% | 1341 |
|