Wealthspire Advisors (Maryland)’s EXL Service EXLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,050
| Closed | -$25K | – | 969 |
|
|
2019
Q1 | $25K | Sell |
2,050
-220
| -10% | -$2.68K | ﹤0.01% | 1186 |
|
|
2018
Q4 | $24K | Sell |
2,270
-25
| -1% | -$264 | ﹤0.01% | 1128 |
|
|
2018
Q3 | $30K | Buy |
2,295
+110
| +5% | +$1.44K | ﹤0.01% | 1144 |
|
|
2018
Q2 | $25K | Buy |
2,185
+1,860
| +572% | +$21.3K | ﹤0.01% | 1222 |
|
|
2018
Q1 | $4K | Sell |
325
-1,655
| -84% | -$20.4K | ﹤0.01% | 1900 |
|
|
2017
Q4 | $24K | Buy |
1,980
+160
| +9% | +$1.94K | ﹤0.01% | 1267 |
|
|
2017
Q3 | $21K | Sell |
1,820
-60
| -3% | -$692 | ﹤0.01% | 1286 |
|
|
2017
Q2 | $21K | Buy |
1,880
+655
| +53% | +$7.32K | ﹤0.01% | 1253 |
|
|
2017
Q1 | $12K | Hold |
1,225
| – | – | ﹤0.01% | 1263 |
|
|
2016
Q4 | $12K | Sell |
1,225
-600
| -33% | -$5.88K | ﹤0.01% | 1158 |
|
|
2016
Q3 | $18K | Buy |
1,825
+650
| +55% | +$6.41K | ﹤0.01% | 1085 |
|
|
2016
Q2 | $12K | Buy |
+1,175
| New | +$12K | ﹤0.01% | 1159 |
|