Total Clarity Wealth Management’s Exelixis EXEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-1,735
| Closed | -$36K | – | 447 |
|
2022
Q2 | $36K | Buy |
+1,735
| New | +$36K | 0.02% | 455 |
|
2022
Q1 | – | Sell |
-2,035
| Closed | -$37K | – | 424 |
|
2021
Q4 | $37K | Buy |
2,035
+800
| +65% | +$14.5K | 0.02% | 455 |
|
2021
Q3 | $26K | Buy |
+1,235
| New | +$26K | 0.01% | 508 |
|
2021
Q2 | – | Sell |
-1,235
| Closed | -$28K | – | 354 |
|
2021
Q1 | $28K | Buy |
+1,235
| New | +$28K | 0.02% | 411 |
|
2020
Q1 | – | Sell |
-1,530
| Closed | -$27K | – | 242 |
|
2019
Q4 | $27K | Buy |
+1,530
| New | +$27K | 0.02% | 348 |
|