PWM
Prentice Wealth Management’s Exelixis EXEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-432
| Closed | -$9K | – | 118 |
|
|
2022
Q2 | $9K | Buy |
+432
| New | +$9K | 0.01% | 106 |
|
|
2021
Q4 | – | Sell |
-700
| Closed | -$15K | – | 168 |
|
|
2021
Q3 | $15K | Hold |
700
| – | – | 0.01% | 231 |
|
|
2021
Q2 | $13K | Sell |
700
-33
| -5% | -$613 | 0.01% | 234 |
|
|
2021
Q1 | $17K | Buy |
+733
| New | +$17K | 0.01% | 219 |
|