Journey Strategic Wealth’s EXL Service EXLS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$239K	Buy	5,449 +72	+1%	+$3.15K	0.01%	527
2025 Q1	$254K	Sell	5,377 -51	-0.9%	-$2.41K	0.01%	387
2024 Q4	$241K	Sell	5,428 -13	-0.2%	-$577	0.01%	405
2024 Q3	$208K	Buy	+5,441	New	+$208K	0.01%	463