Lido Advisors’s EXL Service EXLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-11,560
| Closed | -$392K | – | 1004 |
|
|
2022
Q4 | $392K | Buy |
11,560
+1,065
| +10% | +$36.1K | ﹤0.01% | 625 |
|
|
2022
Q3 | $309K | Sell |
10,495
-530
| -5% | -$15.6K | ﹤0.01% | 654 |
|
|
2022
Q2 | $324K | Sell |
11,025
-5,525
| -33% | -$162K | ﹤0.01% | 624 |
|
|
2022
Q1 | $474K | Buy |
16,550
+2,530
| +18% | +$72.5K | 0.01% | 549 |
|
|
2021
Q4 | $405K | Buy |
14,020
+4,830
| +53% | +$140K | ﹤0.01% | 601 |
|
|
2021
Q3 | $226K | Buy |
+9,190
| New | +$226K | ﹤0.01% | 761 |
|