WR Wealth Planners’s Exelixis EXEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-30
| Closed | -$656 | – | 405 |
|
|
2023
Q3 | $656 | Hold |
30
| – | – | ﹤0.01% | 848 |
|
|
2023
Q2 | $573 | Hold |
30
| – | – | ﹤0.01% | 843 |
|
|
2023
Q1 | $582 | Hold |
30
| – | – | ﹤0.01% | 855 |
|
|
2022
Q4 | $481 | Hold |
30
| – | – | ﹤0.01% | 450 |
|
|
2022
Q3 | $470 | Hold |
30
| – | – | ﹤0.01% | 443 |
|
|
2022
Q2 | $625 | Hold |
30
| – | – | ﹤0.01% | 470 |
|
|
2022
Q1 | $680 | Buy |
+30
| New | +$680 | ﹤0.01% | 470 |
|