Pathstone Family Office’s EXL Service EXLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.23M | Buy |
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|
2023
Q2 | $1.35M | Sell |
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|
2023
Q1 | $1.37M | Sell |
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|
2022
Q4 | $2.43M | Buy |
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|
2022
Q3 | $2.17M | Buy |
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|
2022
Q2 | $650K | Buy |
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|
2022
Q1 | $726K | Buy |
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|
2021
Q4 | $608K | Hold |
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|
2021
Q3 | $517K | Buy |
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|
2021
Q2 | $414K | Hold |
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|
2021
Q1 | $352K | Buy |
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