TCI Wealth Advisors’s EXL Service EXLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-830
| Closed | -$26.9K | – | 879 |
|
|
2023
Q1 | $26.9K | Hold |
830
| – | – | ﹤0.01% | 598 |
|
|
2022
Q4 | $28.1K | Hold |
830
| – | – | ﹤0.01% | 565 |
|
|
2022
Q3 | $24K | Buy |
830
+15
| +2% | +$434 | ﹤0.01% | 577 |
|
|
2022
Q2 | $24K | Buy |
815
+375
| +85% | +$11K | ﹤0.01% | 579 |
|
|
2022
Q1 | $13K | Sell |
440
-30
| -6% | -$886 | ﹤0.01% | 924 |
|
|
2021
Q4 | $14K | Buy |
470
+30
| +7% | +$894 | ﹤0.01% | 914 |
|
|
2021
Q3 | $11K | Buy |
440
+35
| +9% | +$875 | ﹤0.01% | 1011 |
|
|
2021
Q2 | $9K | Buy |
405
+30
| +8% | +$667 | ﹤0.01% | 1005 |
|
|
2021
Q1 | $7K | Buy |
375
+135
| +56% | +$2.52K | ﹤0.01% | 1029 |
|
|
2020
Q4 | $4K | Hold |
240
| – | – | ﹤0.01% | 933 |
|
|
2020
Q3 | $3K | Hold |
240
| – | – | ﹤0.01% | 922 |
|
|
2020
Q2 | $3K | Buy |
240
+65
| +37% | +$813 | ﹤0.01% | 880 |
|
|
2020
Q1 | $2K | Buy |
+175
| New | +$2K | ﹤0.01% | 994 |
|