SWM
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Shelton Wealth Management’s Exelixis EXEL Stock Holding History

Shelton Wealth Management’s Portfolio EXEL Stock Details EXEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-17,938
Closed -$426K – 126
2024
Q1 		$426K Buy
17,938
+3,712
+26% +$88.1K 0.27% 85
2023
Q4 		$341K Buy
+14,226
New +$341K 0.24% 78