Symphony Financial’s Exelixis EXEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-30,958
Closed -$583K 199
2023
Q1
$583K Sell
30,958
-2,602
-8% -$49K 0.15% 117
2022
Q4
$572K Sell
33,560
-1,671
-5% -$28.5K 0.15% 121
2022
Q3
$558K Buy
+35,231
New +$558K 0.18% 121