Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-393
Closed -$17.1K 326
2025
Q4
$17.1K Hold
393
﹤0.01% 457
2025
Q3
$17.7K Hold
393
﹤0.01% 449
2025
Q2
$17.1K Hold
393
﹤0.01% 479
2025
Q1
$18.1K Hold
393
﹤0.01% 488
2024
Q4
$14.8K Hold
393
﹤0.01% 467
2024
Q3
$15.9K Hold
393
﹤0.01% 410
2024
Q2
$13.6K Hold
393
﹤0.01% 427
2024
Q1
$14.8K Hold
393
﹤0.01% 407
2023
Q4
$14.1K Hold
393
﹤0.01% 398
2023
Q3
$14.9K Hold
393
﹤0.01% 344
2023
Q2
$16K Hold
393
﹤0.01% 337
2023
Q1
$16.5K Buy
+393
New +$16.4K ﹤0.01% 360

Other funds holding EXC