Tarbox Family Office’s EXL Service EXLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-65
| Closed | -$2K | – | 408 |
|
|
2022
Q1 | $2K | Hold |
65
| – | – | ﹤0.01% | 796 |
|
|
2021
Q4 | $2K | Hold |
65
| – | – | ﹤0.01% | 868 |
|
|
2021
Q3 | $2K | Hold |
65
| – | – | ﹤0.01% | 912 |
|
|
2021
Q2 | $1K | Sell |
65
-55
| -46% | -$846 | ﹤0.01% | 1042 |
|
|
2021
Q1 | $2K | Hold |
120
| – | – | ﹤0.01% | 868 |
|
|
2020
Q4 | $2K | Hold |
120
| – | – | ﹤0.01% | 814 |
|
|
2020
Q3 | $2K | Buy |
120
+55
| +85% | +$917 | ﹤0.01% | 759 |
|
|
2020
Q2 | $1K | Buy |
+65
| New | +$1K | ﹤0.01% | 948 |
|
|
2020
Q1 | – | Sell |
-315
| Closed | -$4K | – | 1174 |
|
|
2019
Q4 | $4K | Hold |
315
| – | – | ﹤0.01% | 546 |
|
|
2019
Q3 | $4K | Hold |
315
| – | – | ﹤0.01% | 496 |
|
|
2019
Q2 | $4K | Buy |
+315
| New | +$4K | ﹤0.01% | 495 |
|