Abacus Planning Group’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,273
| Closed | -$269K | – | 170 |
|
|
2019
Q4 | $269K | Sell |
8,273
-1,038
| -11% | -$33.8K | 0.12% | 132 |
|
|
2019
Q3 | $321K | Buy |
9,311
+610
| +7% | +$21K | 0.16% | 116 |
|
|
2019
Q2 | $298K | Buy |
8,701
+428
| +5% | +$14.7K | 0.18% | 115 |
|
|
2019
Q1 | $296K | Hold |
8,273
| – | – | 0.19% | 109 |
|
|
2018
Q4 | $266K | Buy |
+8,273
| New | +$266K | 0.2% | 107 |
|