Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,090
| Closed | -$28K | – | 467 |
|
|
2021
Q3 | $28K | Buy |
1,090
+355
| +48% | +$9.12K | 0.01% | 563 |
|
|
2021
Q2 | $16K | Hold |
735
| – | – | 0.01% | 553 |
|
|
2021
Q1 | $11K | Hold |
735
| – | – | 0.01% | 569 |
|
|
2020
Q4 | $11K | Hold |
735
| – | – | 0.01% | 564 |
|
|
2020
Q3 | $10K | Sell |
735
-10
| -1% | -$136 | 0.01% | 514 |
|
|
2020
Q2 | $9K | Hold |
745
| – | – | 0.01% | 510 |
|
|
2020
Q1 | $8K | Sell |
745
-70
| -9% | -$752 | 0.01% | 498 |
|
|
2019
Q4 | $11K | Hold |
815
| – | – | 0.01% | 517 |
|
|
2019
Q3 | $11K | Sell |
815
-20
| -2% | -$270 | 0.01% | 496 |
|
|
2019
Q2 | $11K | Hold |
835
| – | – | 0.01% | 498 |
|
|
2019
Q1 | $10K | Hold |
835
| – | – | 0.01% | 438 |
|
|
2018
Q4 | $8K | Buy |
+835
| New | +$8K | 0.01% | 464 |
|