One Wealth Advisors’s EXL Service EXLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-8,030
| Closed | -$237K | – | 181 |
|
|
2022
Q2 | $237K | Sell |
8,030
-35
| -0.4% | -$1.03K | 0.06% | 163 |
|
|
2022
Q1 | $231K | Hold |
8,065
| – | – | 0.06% | 184 |
|
|
2021
Q4 | $234K | Buy |
+8,065
| New | +$234K | 0.06% | 174 |
|
|
2018
Q4 | – | Sell |
-7,250
| Closed | -$96K | – | 226 |
|
|
2018
Q3 | $96K | Buy |
+7,250
| New | +$96K | 0.07% | 198 |
|
|
2018
Q2 | – | Sell |
-8,975
| Closed | -$100K | – | 569 |
|
|
2018
Q1 | $100K | Buy |
+8,975
| New | +$100K | 0.09% | 174 |
|