Wealthspire Advisors (Maryland)’s Exelixis EXEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-836
| Closed | -$20K | – | 968 |
|
|
2019
Q1 | $20K | Buy |
836
+139
| +20% | +$3.33K | ﹤0.01% | 1271 |
|
|
2018
Q4 | $14K | Buy |
697
+603
| +641% | +$12.1K | ﹤0.01% | 1338 |
|
|
2018
Q3 | $2K | Buy |
94
+32
| +52% | +$681 | ﹤0.01% | 2143 |
|
|
2018
Q2 | $1K | Sell |
62
-56
| -47% | -$903 | ﹤0.01% | 2299 |
|
|
2018
Q1 | $3K | Sell |
118
-249
| -68% | -$6.33K | ﹤0.01% | 2012 |
|
|
2017
Q4 | $11K | Buy |
367
+308
| +522% | +$9.23K | ﹤0.01% | 1540 |
|
|
2017
Q3 | $1K | Buy |
59
+11
| +23% | +$186 | ﹤0.01% | 2086 |
|
|
2017
Q2 | $1K | Buy |
+48
| New | +$1K | ﹤0.01% | 2079 |
|