Altium 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 | $1.81M | Buy |
39,903
+21,870
| +121% | +$991K | 0.13% | 94 |
|
|
2022
Q1 | $859K | Sell |
18,033
-2,888
| -14% | -$138K | 0.06% | 178 |
|
|
2021
Q4 | $862K | Buy |
20,921
+1,660
| +9% | +$68.4K | 0.06% | 172 |
|
|
2021
Q3 | $664K | Buy |
19,261
+1,104
| +6% | +$38.1K | 0.05% | 190 |
|
|
2021
Q2 | $574K | Buy |
18,157
+94
| +0.5% | +$2.97K | 0.04% | 205 |
|
|
2021
Q1 | $564K | Buy |
18,063
+4,015
| +29% | +$125K | 0.05% | 196 |
|
|
2020
Q4 | $423K | Buy |
14,048
+3,223
| +30% | +$97K | 0.04% | 226 |
|
|
2020
Q3 | $276K | Sell |
10,825
-635
| -6% | -$16.2K | 0.03% | 275 |
|
|
2020
Q2 | $297K | Sell |
11,460
-2,724
| -19% | -$70.6K | 0.03% | 271 |
|
|
2020
Q1 | $372K | Buy |
14,184
+6,964
| +96% | +$183K | 0.05% | 175 |
|
|
2019
Q4 | $235K | Sell |
7,220
-3,295
| -31% | -$107K | 0.03% | 247 |
|
|
2019
Q3 | $362K | Sell |
10,515
-2,024
| -16% | -$69.7K | 0.05% | 193 |
|
|
2019
Q2 | $429K | Buy |
12,539
+2,021
| +19% | +$69.1K | 0.06% | 177 |
|
|
2019
Q1 | $376K | Buy |
10,518
+1,674
| +19% | +$59.8K | 0.06% | 191 |
|
|
2018
Q4 | $284K | Buy |
+8,844
| New | +$284K | 0.05% | 215 |
|