Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-11,593
Closed -$396K 288
2019
Q2
$396K Buy
+11,593
New +$409K 0.14% 173
2017
Q4
Sell
-7,470
Closed -$201K 388
2017
Q3
$201K Buy
+7,470
New +$200K 0.26% 207
2015
Q3
Sell
-5,762
Closed -$129K 610
2015
Q2
$129K Buy
+5,762
New +$138K 0.06% 801
2014
Q3
Sell
-8,133
Closed -$190K 1267
2014
Q2
$212K Buy
8,133
+7,306
+883% +$186K 0.12% 512
2014
Q1
$20K Sell
827
-2,597
-76% -$54.7K 0.01% 665
2013
Q4
$67K Buy
+3,424
New +$68.9K 0.05% 623

Other funds holding EXC