Alliance Wealth Advisors (Pennsylvania)’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,654
| Closed | -$201K | – | 123 |
|
|
2022
Q4 | $201K | Buy |
+4,654
| New | +$201K | 0.17% | 108 |
|
|
2022
Q3 | – | Sell |
-4,954
| Closed | -$225K | – | 109 |
|
|
2022
Q2 | $225K | Buy |
4,954
+300
| +6% | +$13.6K | 0.19% | 101 |
|
|
2022
Q1 | $222K | Sell |
4,654
-2,439
| -34% | -$116K | 0.18% | 107 |
|
|
2021
Q4 | $292K | Hold |
7,093
| – | – | 0.24% | 89 |
|
|
2021
Q3 | $245K | Hold |
7,093
| – | – | 0.22% | 92 |
|
|
2021
Q2 | $224K | Hold |
7,093
| – | – | 0.2% | 98 |
|
|
2021
Q1 | $221K | Hold |
7,093
| – | – | 0.22% | 97 |
|
|
2020
Q4 | $214K | Buy |
+7,093
| New | +$214K | 0.22% | 96 |
|