Shelton Capital Management’s EXL Service EXLS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$253K Hold
5,777
0.01% 564
2025
Q1
$273K Sell
5,777
-238
-4% -$11.2K 0.01% 510
2024
Q4
$267K Sell
6,015
-361
-6% -$16K 0.01% 547
2024
Q3
$243K Sell
6,376
-343
-5% -$13.1K 0.01% 611
2024
Q2
$211K Sell
6,719
-537
-7% -$16.8K 0.01% 659
2024
Q1
$231K Hold
7,256
0.01% 643
2023
Q4
$224K Sell
7,256
-894
-11% -$27.6K 0.01% 628
2023
Q3
$229K Hold
8,150
0.01% 587
2023
Q2
$246K Sell
8,150
-315
-4% -$9.52K 0.01% 589
2023
Q1
$274K Hold
8,465
0.01% 514
2022
Q4
$287K Sell
8,465
-2,020
-19% -$68.5K 0.03% 453
2022
Q3
$309K Hold
10,485
0.01% 427
2022
Q2
$309K Hold
10,485
0.01% 458
2022
Q1
$300K Sell
10,485
-340
-3% -$9.73K 0.01% 533
2021
Q4
$313K Hold
10,825
0.01% 535
2021
Q3
$267K Hold
10,825
0.01% 616
2021
Q2
$230K Sell
10,825
-330
-3% -$7.01K 0.01% 712
2021
Q1
$201K Buy
+11,155
New +$201K 0.01% 773
2020
Q1
Sell
-15,280
Closed -$212K 705
2019
Q4
$212K Sell
15,280
-805
-5% -$11.2K 0.01% 728
2019
Q3
$215K Sell
16,085
-1,170
-7% -$15.6K 0.01% 716
2019
Q2
$228K Buy
17,255
+16,220
+1,567% +$214K 0.01% 700
2019
Q1
$3.45K Buy
+1,035
New +$3.45K 0.01% 684
2018
Q4
Sell
-17,255
Closed -$228K 823
2018
Q3
$228K Buy
+17,255
New +$228K 0.01% 776