Sutton Wealth Advisors’s EXL Service EXLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,060
| Closed | -$35.9K | – | 1050 |
|
|
2022
Q4 | $35.9K | Sell |
1,060
-1,410
| -57% | -$49K | 0.01% | 489 |
|
|
2022
Q3 | $72.8K | Sell |
2,470
-20
| -0.8% | -$653 | 0.03% | 297 |
|
|
2022
Q2 | $73.4K | Buy |
2,490
+10
| +0.4% | +$283 | 0.03% | 289 |
|
|
2022
Q1 | $71.1K | Buy |
2,480
+80
| +3% | +$2.04K | 0.02% | 317 |
|
|
2021
Q4 | $69.5K | Buy |
2,400
+35
| +1% | +$922 | 0.02% | 331 |
|
|
2021
Q3 | $58.2K | Hold |
2,365
| – | – | 0.02% | 360 |
|
|
2021
Q2 | $50.3K | Buy |
2,365
+670
| +40% | +$13.3K | 0.02% | 405 |
|
|
2021
Q1 | $30.6K | Buy |
1,695
+50
| +3% | +$853 | 0.01% | 543 |
|
|
2020
Q4 | $28K | Hold |
1,645
| – | – | 0.01% | 517 |
|
|
2020
Q3 | $21.7K | Hold |
1,645
| – | – | 0.01% | 522 |
|
|
2020
Q2 | $20.9K | Hold |
1,645
| – | – | 0.01% | 518 |
|
|
2020
Q1 | $17.1K | Hold |
1,645
| – | – | 0.01% | 518 |
|
|
2019
Q4 | $22.9K | Hold |
1,645
| – | – | 0.01% | 553 |
|
|
2019
Q3 | $22K | Hold |
1,645
| – | – | 0.01% | 552 |
|
|
2019
Q2 | $21.8K | Hold |
1,645
| – | – | 0.01% | 544 |
|
|
2019
Q1 | $19.7K | Hold |
1,645
| – | – | 0.01% | 574 |
|
|
2018
Q4 | $17.3K | Hold |
1,645
| – | – | 0.01% | 569 |
|
|
2018
Q3 | $21.8K | Hold |
1,645
| – | – | 0.01% | 560 |
|
|
2018
Q2 | $18.6K | Hold |
1,645
| – | – | 0.01% | 617 |
|
|
2018
Q1 | $18.3K | Hold |
1,645
| – | – | 0.01% | 606 |
|
|
2017
Q4 | $19.9K | Hold |
1,645
| – | – | 0.01% | 559 |
|
|
2017
Q3 | $19.2K | Hold |
1,645
| – | – | 0.01% | 562 |
|
|
2017
Q2 | $18.3K | Buy |
1,645
+105
| +7% | +$1.06K | 0.01% | 563 |
|
|
2017
Q1 | $14.6K | Hold |
1,540
| – | – | 0.01% | 620 |
|
|
2016
Q4 | $15.5K | Hold |
1,540
| – | – | 0.01% | 571 |
|
|
2016
Q3 | $15.4K | Hold |
1,540
| – | – | 0.01% | 539 |
|
|
2016
Q2 | $16.1K | Hold |
1,540
| – | – | 0.02% | 503 |
|
|
2016
Q1 | $16K | Buy |
+1,540
| New | +$14.2K | 0.02% | 494 |
|
Other funds holding EXLS
GCM
