MWM
Mascoma Wealth Management’s Exelixis EXEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.41K | Hold |
100
| – | – | ﹤0.01% | 390 |
|
|
2025
Q1 | $3.69K | Buy |
+100
| New | +$3.69K | ﹤0.01% | 425 |
|
|
2018
Q3 | – | Sell |
-1,000
| Closed | -$22K | – | 399 |
|
|
2018
Q2 | $22K | Hold |
1,000
| – | – | 0.02% | 214 |
|
|
2018
Q1 | $22K | Hold |
1,000
| – | – | 0.01% | 212 |
|
|
2017
Q4 | $30K | Hold |
1,000
| – | – | 0.02% | 176 |
|
|
2017
Q3 | $24K | Hold |
1,000
| – | – | 0.02% | 208 |
|
|
2017
Q2 | $25K | Hold |
1,000
| – | – | 0.02% | 214 |
|
|
2017
Q1 | $22K | Hold |
1,000
| – | – | 0.02% | 208 |
|
|
2016
Q4 | $15K | Buy |
+1,000
| New | +$15K | 0.01% | 237 |
|