Affinity Wealth Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,110
| Closed | -$201K | – | 101 |
|
|
2022
Q1 | $201K | Buy |
+4,110
| New | +$201K | 0.04% | 102 |
|
|
2020
Q1 | – | Sell |
-6,295
| Closed | -$205K | – | 70 |
|
|
2019
Q4 | $205K | Sell |
6,295
-1,458
| -19% | -$47.5K | 0.08% | 101 |
|
|
2019
Q3 | $267K | Buy |
7,753
+418
| +6% | +$14.4K | 0.11% | 76 |
|
|
2019
Q2 | $251K | Buy |
+7,335
| New | +$251K | 0.1% | 85 |
|