OAM
Optimal Asset Management’s Exelixis EXEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-37,934
| Closed | -$761K | – | 380 |
|
|
2020
Q4 | $761K | Hold |
37,934
| – | – | 0.11% | 283 |
|
|
2020
Q3 | $927K | Sell |
37,934
-12,344
| -25% | -$302K | 0.13% | 242 |
|
|
2020
Q2 | $1.19M | Sell |
50,278
-24,814
| -33% | -$589K | 0.19% | 173 |
|
|
2020
Q1 | $1.29K | Buy |
+75,092
| New | +$1.29K | 0.12% | 255 |
|