Archford Capital Strategies’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-9,621
| Closed | -$313K | – | 222 |
|
|
2019
Q4 | $313K | Buy |
9,621
+561
| +6% | +$18.3K | 0.11% | 191 |
|
|
2019
Q3 | $312K | Buy |
9,060
+677
| +8% | +$23.3K | 0.12% | 182 |
|
|
2019
Q2 | $287K | Sell |
8,383
-1,058
| -11% | -$36.2K | 0.1% | 188 |
|
|
2019
Q1 | $338K | Sell |
9,441
-716
| -7% | -$25.6K | 0.12% | 185 |
|
|
2018
Q4 | $327K | Buy |
10,157
+508
| +5% | +$16.4K | 0.13% | 179 |
|
|
2018
Q3 | $300K | Sell |
9,649
-1,685
| -15% | -$52.4K | 0.11% | 191 |
|
|
2018
Q2 | $344K | Buy |
+11,334
| New | +$344K | 0.12% | 178 |
|
|
2016
Q1 | – | Sell |
-419
| Closed | -$9K | – | 315 |
|
|
2015
Q4 | $9K | Buy |
419
+5
| +1% | +$107 | ﹤0.01% | 458 |
|
|
2015
Q3 | $9K | Sell |
414
-3,681
| -90% | -$80K | 0.01% | 347 |
|
|
2015
Q2 | $9K | Buy |
4,095
+3,690
| +911% | +$8.11K | 0.01% | 330 |
|
|
2015
Q1 | $9.72K | Buy |
405
+4
| +1% | +$96 | 0.01% | 339 |
|
|
2014
Q4 | $11K | Buy |
401
+3
| +0.8% | +$82 | 0.01% | 336 |
|
|
2014
Q3 | $10K | Buy |
398
+4
| +1% | +$101 | 0.01% | 346 |
|
|
2014
Q2 | $10.3K | Buy |
394
+3
| +0.8% | +$78 | 0.01% | 402 |
|
|
2014
Q1 | $9.36K | Buy |
+391
| New | +$9.36K | 0.01% | 433 |
|