WESPAC Advisors SoCal’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 |
-300
| Closed | -$7K | – | 159 |
|
|
2019
Q1 | $7K | Hold |
300
| – | – | ﹤0.01% | 261 |
|
|
2018
Q4 | $5K | Hold |
300
| – | – | ﹤0.01% | 282 |
|
|
2018
Q3 | $5K | Buy |
+300
| New | +$5K | ﹤0.01% | 264 |
|
|
2018
Q2 | – | Sell |
-300
| Closed | -$6K | – | 140 |
|
|
2018
Q1 | $6K | Hold |
300
| – | – | ﹤0.01% | 213 |
|
|
2017
Q4 | $9K | Hold |
300
| – | – | 0.01% | 193 |
|
|
2017
Q3 | $7K | Hold |
300
| – | – | ﹤0.01% | 209 |
|
|
2017
Q2 | $7K | Hold |
300
| – | – | ﹤0.01% | 196 |
|
|
2017
Q1 | $6.5K | Sell |
300
-100
| -25% | -$2.17K | ﹤0.01% | 203 |
|
|
2016
Q4 | $5.96K | Buy |
+400
| New | +$5.96K | ﹤0.01% | 205 |
|