Keebeck Wealth Management’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
$532K Buy
12,150
+6,618
+120% +$290K 0.07% 195
2025
Q1
$261K Buy
5,532
+365
+7% +$17.2K 0.04% 237
2024
Q4
$229K Buy
+5,167
New +$229K 0.03% 255