Advisor Partners II’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.81M | Buy |
47,910
+2,102
| +5% | +$79.4K | 0.07% | 299 |
|
|
2023
Q2 | $1.87M | Buy |
45,808
+7,492
| +20% | +$305K | 0.09% | 230 |
|
|
2023
Q1 | $1.61M | Buy |
38,316
+3,851
| +11% | +$161K | 0.09% | 242 |
|
|
2022
Q4 | $1.49M | Buy |
34,465
+426
| +1% | +$18.4K | 0.09% | 244 |
|
|
2022
Q3 | $1.28M | Buy |
+34,039
| New | +$1.28M | 0.1% | 226 |
|