Measured Wealth Private Client Group’s EXL Service EXLS Stock Holding History

Measured Wealth Private Client Group’s Portfolio EXLS Stock Details EXLS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Hold
2019 Q3	–	Sell
2019 Q2	$403K	Sell
2019 Q1	$384K	Buy
2018 Q4	$236K	Sell
2018 Q3	$422K	Buy
2018 Q2	$301K	Buy