LCWP
EXLS icon

Legacy Capital Wealth Partners’s EXL Service EXLS Stock Holding History

Legacy Capital Wealth Partners’s Portfolio EXLS Stock Details EXLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$230K Buy
5,263
+79
+2% +$3.46K 0.05% 340
2025
Q1 		$245K Sell
5,184
-369
-7% -$17.4K 0.06% 317
2024
Q4 		$246K Buy
5,553
+182
+3% +$8.08K 0.06% 300
2024
Q3 		$205K Buy
+5,371
New +$205K 0.04% 347