Joseph P. Lucia & Associates’s Exelixis EXEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2
| Closed | – | – | 594 |
|
|
2021
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 587 |
|
|
2021
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 582 |
|
|
2020
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 488 |
|
|
2020
Q3 | – | Sell |
-200
| Closed | -$5K | – | 197 |
|
|
2020
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 368 |
|
|
2020
Q1 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 371 |
|