MWPCG
Measured Wealth Private Client Group’s EXL Service EXLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-6,087
| Closed | -$403K | – | 159 |
|
|
2019
Q2 | $403K | Sell |
6,087
-305
| -5% | -$20.2K | 0.23% | 88 |
|
|
2019
Q1 | $384K | Buy |
6,392
+1,902
| +42% | +$114K | 0.24% | 93 |
|
|
2018
Q4 | $236K | Sell |
4,490
-1,902
| -30% | -$100K | 0.21% | 83 |
|
|
2018
Q3 | $422K | Buy |
6,392
+1,067
| +20% | +$70.4K | 0.25% | 66 |
|
|
2018
Q2 | $301K | Buy |
+5,325
| New | +$301K | 0.25% | 99 |
|