TIA
Tandem Investment Advisors’s EXL Service EXLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $449K | Sell |
10,249
-97
| -0.9% | -$4.25K | 0.02% | 53 |
|
|
2025
Q1 | $488K | Buy |
10,346
+1,604
| +18% | +$75.7K | 0.02% | 55 |
|
|
2024
Q4 | $388K | Sell |
8,742
-262
| -3% | -$11.6K | 0.01% | 58 |
|
|
2024
Q3 | $344K | Sell |
9,004
-454
| -5% | -$17.3K | 0.01% | 62 |
|
|
2024
Q2 | $297K | Sell |
9,458
-261
| -3% | -$8.2K | 0.01% | 63 |
|
|
2024
Q1 | $309K | Buy |
9,719
+1,140
| +13% | +$36.2K | 0.01% | 65 |
|
|
2023
Q4 | $265K | Buy |
8,579
+333
| +4% | +$10.3K | 0.01% | 70 |
|
|
2023
Q3 | $231K | Buy |
8,246
+6,607
| +403% | +$185K | 0.01% | 71 |
|
|
2023
Q2 | $248K | Buy |
1,639
+217
| +15% | +$32.8K | 0.01% | 68 |
|
|
2023
Q1 | $230K | Buy |
1,422
+145
| +11% | +$23.5K | 0.01% | 72 |
|
|
2022
Q4 | $216K | Sell |
1,277
-1,506
| -54% | -$255K | 0.01% | 83 |
|
|
2022
Q3 | $410K | Sell |
2,783
-505
| -15% | -$74.4K | 0.02% | 65 |
|
|
2022
Q2 | $484K | Buy |
3,288
+25
| +0.8% | +$3.68K | 0.03% | 59 |
|
|
2022
Q1 | $467K | Sell |
3,263
-137
| -4% | -$19.6K | 0.03% | 52 |
|
|
2021
Q4 | $492K | Sell |
3,400
-44
| -1% | -$6.37K | 0.03% | 56 |
|
|
2021
Q3 | $424K | Hold |
3,444
| – | – | 0.03% | 54 |
|
|
2021
Q2 | $366K | Sell |
3,444
-1,058
| -24% | -$112K | 0.03% | 52 |
|
|
2021
Q1 | $406K | Sell |
4,502
-1,338
| -23% | -$121K | 0.04% | 52 |
|
|
2020
Q4 | $497K | Sell |
5,840
-16
| -0.3% | -$1.36K | 0.05% | 47 |
|
|
2020
Q3 | $386K | Sell |
5,856
-4
| -0.1% | -$264 | 0.05% | 49 |
|
|
2020
Q2 | $372K | Sell |
5,860
-12
| -0.2% | -$762 | 0.05% | 51 |
|
|
2020
Q1 | $306K | Buy |
5,872
+1,922
| +49% | +$100K | 0.05% | 54 |
|
|
2019
Q4 | $274K | Buy |
+3,950
| New | +$274K | 0.05% | 59 |
|
|
2019
Q2 | – | Sell |
-4,659
| Closed | -$280K | – | 66 |
|
|
2019
Q1 | $280K | Buy |
4,659
+306
| +7% | +$18.4K | 0.06% | 58 |
|
|
2018
Q4 | $229K | Buy |
+4,353
| New | +$229K | 0.06% | 65 |
|