1834 Investment Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-250
| Closed | -$11K | – | 281 |
|
|
2022
Q2 | $11K | Hold |
250
| – | – | ﹤0.01% | 368 |
|
|
2022
Q1 | $12K | Sell |
250
-101
| -29% | -$4.85K | ﹤0.01% | 340 |
|
|
2021
Q4 | $14K | Hold |
351
| – | – | ﹤0.01% | 357 |
|
|
2021
Q3 | $12K | Hold |
351
| – | – | ﹤0.01% | 381 |
|
|
2021
Q2 | $11K | Hold |
351
| – | – | ﹤0.01% | 407 |
|
|
2021
Q1 | $11K | Hold |
351
| – | – | ﹤0.01% | 373 |
|
|
2020
Q4 | $11K | Hold |
351
| – | – | ﹤0.01% | 362 |
|
|
2020
Q3 | $9K | Hold |
351
| – | – | ﹤0.01% | 344 |
|
|
2020
Q2 | $9K | Hold |
351
| – | – | ﹤0.01% | 335 |
|
|
2020
Q1 | $9K | Hold |
351
| – | – | ﹤0.01% | 335 |
|
|
2019
Q4 | $11K | Buy |
+351
| New | +$11K | ﹤0.01% | 372 |
|