Mount Yale Investment Advisors’s EXL Service EXLS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$7.31K	Buy	+167	New	+$7.31K	﹤0.01%	1181
2018 Q4	–	Sell	-5,020	Closed	-$59K	–	464
2018 Q3	$59K	Sell	5,020 -270	-5%	-$3.17K	0.01%	572
2018 Q2	$60K	Buy	5,290 +725	+16%	+$8.22K	0.01%	595
2018 Q1	$51K	Buy	+4,565	New	+$51K	0.01%	613