Altavista Wealth Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-8,552
| Closed | -$208K | – | 113 |
|
|
2014
Q3 | $208K | Sell |
8,552
-631
| -7% | -$15.3K | 0.13% | 109 |
|
|
2014
Q2 | $239K | Sell |
9,183
-3,403
| -27% | -$88.6K | 0.15% | 108 |
|
|
2014
Q1 | $301K | Sell |
12,586
-580
| -4% | -$13.9K | 0.18% | 97 |
|
|
2013
Q4 | $271K | Sell |
13,166
-4,939
| -27% | -$102K | 0.17% | 103 |
|
|
2013
Q3 | $383K | Sell |
18,105
-7,571
| -29% | -$160K | 0.25% | 83 |
|
|
2013
Q2 | $566K | Buy |
+25,676
| New | +$566K | 0.38% | 69 |
|