Aspire Private Capital’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,323
| Closed | -$119K | – | 734 |
|
|
2023
Q4 | $119K | Buy |
+3,323
| New | +$119K | 0.04% | 169 |
|
|
2019
Q4 | – | Sell |
-2,468
| Closed | -$85K | – | 501 |
|
|
2019
Q3 | $85K | Buy |
2,468
+260
| +12% | +$8.96K | 0.04% | 167 |
|
|
2019
Q2 | $76K | Buy |
2,208
+433
| +24% | +$14.9K | 0.04% | 174 |
|
|
2019
Q1 | $63K | Sell |
1,775
-132
| -7% | -$4.69K | 0.03% | 214 |
|
|
2018
Q4 | $61K | Buy |
+1,907
| New | +$61K | 0.04% | 197 |
|