Perigon Wealth Management’s Exelixis EXEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,939
| Closed | -$39K | – | 660 |
|
|
2020
Q4 | $39K | Buy |
+1,939
| New | +$39K | ﹤0.01% | 811 |
|
|
2018
Q2 | – | Sell |
-2,276
| Closed | -$50K | – | 359 |
|
|
2018
Q1 | $50K | Hold |
2,276
| – | – | 0.02% | 307 |
|
|
2017
Q4 | $69K | Hold |
2,276
| – | – | 0.03% | 251 |
|
|
2017
Q3 | $55K | Buy |
+2,276
| New | +$55K | 0.02% | 322 |
|
|
2017
Q2 | – | Sell |
-10
| Closed | – | – | 593 |
|
|
2017
Q1 | $0 | Buy |
+10
| New | – | ﹤0.01% | 643 |
|