Asset Planning Services (Pennsylvania)’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Hold |
0
| – | – | – | 267 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 264 |
|
|
2018
Q4 | – | Sell |
-74
| Closed | -$2K | – | 268 |
|
|
2018
Q3 | $2K | Hold |
74
| – | – | ﹤0.01% | 246 |
|
|
2018
Q2 | $2K | Hold |
74
| – | – | ﹤0.01% | 245 |
|
|
2018
Q1 | $2K | Hold |
74
| – | – | ﹤0.01% | 249 |
|
|
2017
Q4 | $2K | Hold |
74
| – | – | ﹤0.01% | 256 |
|
|
2017
Q3 | $2K | Hold |
74
| – | – | ﹤0.01% | 275 |
|
|
2017
Q2 | $2K | Hold |
74
| – | – | ﹤0.01% | 279 |
|
|
2017
Q1 | $2K | Sell |
74
-389
| -84% | -$10.5K | ﹤0.01% | 270 |
|
|
2016
Q4 | $12K | Sell |
463
-1,013
| -69% | -$26.3K | 0.01% | 187 |
|
|
2016
Q3 | $35K | Sell |
1,476
-1,402
| -49% | -$33.2K | 0.03% | 144 |
|
|
2016
Q2 | $75K | Sell |
2,878
-70
| -2% | -$1.82K | 0.07% | 114 |
|
|
2016
Q1 | $75K | Buy |
2,948
+1,402
| +91% | +$35.7K | 0.07% | 116 |
|
|
2015
Q4 | $31K | Hold |
1,546
| – | – | 0.03% | 123 |
|
|
2015
Q3 | $33K | Hold |
1,546
| – | – | 0.03% | 115 |
|
|
2015
Q2 | $35K | Buy |
+1,546
| New | +$35K | 0.03% | 130 |
|