VisionPoint Advisory Group’s EXL Service EXLS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,301
Closed -$57.5K 239
2024
Q4
$57.5K Buy
+1,301
New +$57.5K 0.02% 288
2024
Q3
Sell
-917
Closed -$28.8K 413
2024
Q2
$28.8K Buy
917
+288
+46% +$9.03K 0.01% 346
2024
Q1
$20K Buy
629
+250
+66% +$7.95K 0.01% 381
2023
Q4
$11.7K Buy
+379
New +$11.7K ﹤0.01% 405