TFO Wealth Partners’s Exelixis EXEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-1
| Closed | -$24 | – | 280 |
|
2024
Q1 | $24 | Sell |
1
-18
| -95% | -$432 | ﹤0.01% | 760 |
|
2023
Q4 | $456 | Hold |
19
| – | – | ﹤0.01% | 354 |
|
2023
Q3 | $363 | Buy |
19
+18
| +1,800% | +$344 | ﹤0.01% | 569 |
|
2023
Q2 | $19 | Hold |
1
| – | – | ﹤0.01% | 815 |
|
2023
Q1 | $19 | Sell |
1
-2
| -67% | -$38 | ﹤0.01% | 796 |
|
2022
Q4 | $119 | Buy |
+3
| New | +$119 | ﹤0.01% | 740 |
|