TD Private Client Wealth’s EXL Service EXLS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$124K	Sell	4,076 -4	-0.1%	-$138	﹤0.01%	727
2025 Q4	$173K	Buy	4,080 +616	+18%	+$25.2K	﹤0.01%	686
2025 Q3	$153K	Sell	3,464 -634	-15%	-$27.5K	﹤0.01%	699
2025 Q2	$179K	Hold	4,098	–	–	﹤0.01%	659
2025 Q1	$193K	Buy	4,098 +652	+19%	+$31.4K	0.01%	605
2024 Q4	$153K	Buy	3,446 +108	+3%	+$4.67K	﹤0.01%	652
2024 Q3	$127K	Buy	3,338 +210	+7%	+$7.33K	﹤0.01%	684
2024 Q2	$98.1K	Hold	3,128	–	–	﹤0.01%	695
2024 Q1	$99.5K	Buy	3,128 +46	+1%	+$1.43K	﹤0.01%	693
2023 Q4	$95.1K	Buy	3,082 +406	+15%	+$11.5K	﹤0.01%	695
2023 Q3	$75K	Sell	2,676 -404	-13%	-$11.8K	﹤0.01%	705
2023 Q2	$93.1K	Buy	3,080 +540	+21%	+$17K	﹤0.01%	672
2023 Q1	$82.2K	Sell	2,540 -215	-8%	-$7.13K	﹤0.01%	680
2022 Q4	$93.4K	Sell	2,755 -230	-8%	-$7.99K	﹤0.01%	633
2022 Q3	$88K	Hold	2,985	–	–	﹤0.01%	637
2022 Q2	$88K	Buy	2,985 +35	+1%	+$989	﹤0.01%	632
2022 Q1	$84.5K	Buy	+2,950	New	+$75.1K	﹤0.01%	667