TFS Capital’s EXCEL TRUST , INC COM STK EXL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-77,172
| Closed | -$908K | – | 1333 |
|
|
2014
Q3 | $908K | Buy |
+77,172
| New | +$908K | 0.08% | 406 |
|
|
2014
Q2 | – | Sell |
-54,867
| Closed | -$696K | – | 1564 |
|
|
2014
Q1 | $696K | Sell |
54,867
-80,962
| -60% | -$1.03M | 0.05% | 601 |
|
|
2013
Q4 | $1.55M | Buy |
135,829
+30,589
| +29% | +$348K | 0.07% | 395 |
|
|
2013
Q3 | $1.26M | Buy |
+105,240
| New | +$1.26M | 0.06% | 498 |
|