Sheets Smith Wealth Management’s EXL Service EXLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $682K | Buy |
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|
2025
Q2 | $669K | Sell |
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|
2025
Q1 | $1.42M | Buy |
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|
2024
Q4 | $1.31M | Buy |
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|
2024
Q3 | $949K | Buy |
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|
2024
Q2 | $439K | Buy |
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|
2024
Q1 | $441K | Hold |
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|
2023
Q4 | $428K | Buy |
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|
2023
Q3 | $370K | Buy |
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|
2023
Q2 | $387K | Hold |
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|
2023
Q1 | $415K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $839K | Buy |
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