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 |
|