MWM
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Mindset Wealth Management’s EXL Service EXLS Stock Holding History

Mindset Wealth Management’s Portfolio EXLS Stock Details EXLS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,406
Closed -$208K – 156
2025
Q1 		$208K Sell
4,406
-143
-3% -$6.75K 0.08% 135
2024
Q4 		$202K Buy
+4,549
New +$202K 0.07% 129