Advisor Group’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $2.78M | Sell |
85,542
-13,148
| -13% | -$428K | 0.02% | 661 |
|
2019
Q3 | $3.4M | Sell |
98,690
-15,169
| -13% | -$523K | 0.03% | 548 |
|
2019
Q2 | $3.89M | Buy |
113,859
+12,647
| +12% | +$432K | 0.03% | 487 |
|
2019
Q1 | $3.62M | Sell |
101,212
-1,302
| -1% | -$46.6K | 0.03% | 476 |
|
2018
Q4 | $3.3M | Buy |
102,514
+16,799
| +20% | +$541K | 0.03% | 436 |
|
2018
Q3 | $2.67M | Buy |
85,715
+7,673
| +10% | +$239K | 0.03% | 545 |
|
2018
Q2 | $2.37M | Sell |
78,042
-9,910
| -11% | -$301K | 0.03% | 490 |
|
2018
Q1 | $2.45M | Sell |
87,952
-5,961
| -6% | -$166K | 0.03% | 482 |
|
2017
Q4 | $2.64M | Buy |
93,913
+17,498
| +23% | +$492K | 0.04% | 464 |
|
2017
Q3 | $2.05M | Sell |
76,415
-2,809
| -4% | -$75.5K | 0.03% | 495 |
|
2017
Q2 | $2.04M | Buy |
79,224
+3,952
| +5% | +$102K | 0.04% | 475 |
|
2017
Q1 | $1.93M | Buy |
75,272
+20,792
| +38% | +$534K | 0.04% | 471 |
|
2016
Q4 | $1.38M | Sell |
54,480
-2,302
| -4% | -$58.3K | 0.03% | 537 |
|
2016
Q3 | $1.35M | Sell |
56,782
-17,875
| -24% | -$425K | 0.03% | 532 |
|
2016
Q2 | $1.93M | Buy |
+74,657
| New | +$1.93M | 0.05% | 388 |
|