TFO Wealth Partners’s EXL Service EXLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5
| Closed | -$159 | – | 281 |
|
|
2024
Q1 | $159 | Hold |
5
| – | – | ﹤0.01% | 545 |
|
|
2023
Q4 | $154 | Buy |
5
+3
| +150% | +$92 | ﹤0.01% | 712 |
|
|
2023
Q3 | $302 | Sell |
2
-3
| -60% | -$453 | ﹤0.01% | 651 |
|
|
2023
Q2 | $151 | Hold |
5
| – | – | ﹤0.01% | 579 |
|
|
2023
Q1 | $162 | Sell |
5
-545
| -99% | -$17.7K | ﹤0.01% | 539 |
|
|
2022
Q4 | $2.91K | Buy |
+550
| New | +$2.91K | ﹤0.01% | 216 |
|