TD Private Client Wealth’s EXL Service EXLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $179K | Hold |
4,098
| – | – | ﹤0.01% | 659 |
|
|
2025
Q1 | $193K | Buy |
4,098
+652
| +19% | +$30.8K | 0.01% | 605 |
|
|
2024
Q4 | $153K | Buy |
3,446
+108
| +3% | +$4.79K | ﹤0.01% | 652 |
|
|
2024
Q3 | $127K | Buy |
3,338
+210
| +7% | +$8.01K | ﹤0.01% | 684 |
|
|
2024
Q2 | $98.1K | Hold |
3,128
| – | – | ﹤0.01% | 695 |
|
|
2024
Q1 | $99.5K | Buy |
3,128
+46
| +1% | +$1.46K | ﹤0.01% | 693 |
|
|
2023
Q4 | $95.1K | Buy |
3,082
+406
| +15% | +$12.5K | ﹤0.01% | 695 |
|
|
2023
Q3 | $75K | Sell |
2,676
-404
| -13% | -$11.3K | ﹤0.01% | 705 |
|
|
2023
Q2 | $93.1K | Buy |
3,080
+540
| +21% | +$16.3K | ﹤0.01% | 672 |
|
|
2023
Q1 | $82.2K | Sell |
2,540
-215
| -8% | -$6.96K | ﹤0.01% | 680 |
|
|
2022
Q4 | $93.4K | Sell |
2,755
-230
| -8% | -$7.79K | ﹤0.01% | 633 |
|
|
2022
Q3 | $88K | Hold |
2,985
| – | – | ﹤0.01% | 637 |
|
|
2022
Q2 | $88K | Buy |
2,985
+35
| +1% | +$1.03K | ﹤0.01% | 632 |
|
|
2022
Q1 | $84.5K | Buy |
+2,950
| New | +$84.5K | ﹤0.01% | 667 |
|