Patriot Financial Group Insurance Agency’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 |
-640
| Closed | -$19K | – | 889 |
|
|
2022
Q2 | $19K | Sell |
640
-175
| -21% | -$5.2K | ﹤0.01% | 1021 |
|
|
2022
Q1 | $23K | Sell |
815
-665
| -45% | -$18.8K | ﹤0.01% | 1029 |
|
|
2021
Q4 | $43K | Hold |
1,480
| – | – | 0.01% | 934 |
|
|
2021
Q3 | $36K | Buy |
1,480
+175
| +13% | +$4.26K | 0.01% | 989 |
|
|
2021
Q2 | $28K | Hold |
1,305
| – | – | 0.01% | 1040 |
|
|
2021
Q1 | $24K | Sell |
1,305
-35
| -3% | -$644 | 0.01% | 1020 |
|
|
2020
Q4 | $23K | Hold |
1,340
| – | – | 0.01% | 924 |
|
|
2020
Q3 | $18K | Hold |
1,340
| – | – | 0.01% | 822 |
|
|
2020
Q2 | $17K | Buy |
1,340
+50
| +4% | +$634 | 0.01% | 793 |
|
|
2020
Q1 | $13K | Buy |
+1,290
| New | +$13K | 0.01% | 777 |
|